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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,691 | $68,880+207.3% | $120,580+75.6% | $80,959+161.5% |
| Participation rate | 75.9% | 61.7%+14.2pp | 72.0%+3.9pp | 67.7%+8.2pp |
| Annual return | 14.31% | 23.68%-9.4pp | 107.48%-93.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,178 | $2,066+53.8% | $3,469-8.4% | $2,757+15.3% |
| Participant deferral / active EE | $6,191 | $3,191+94.0% | $4,995+23.9% | $4,300+44.0% |
| Admin fee / account holder | $5,263 | $5,785-9.0% | $9,418-44.1% | $6,925-24.0% |