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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 | $192,495 | $78,423+145.5% | $95,964+100.6% | $79,856+141.1% |
| Participation rate | 72.0% | 73.5%-1.5pp | 77.1%-5.1pp | 69.6%+2.4pp |
| Annual return | 11.68% | 19.37%-7.7pp | 91.64%-80.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,800 | $1,945+95.3% | $2,541+49.5% | $2,471+53.8% |
| Participant deferral / active EE | $5,241 | $3,440+52.3% | $4,167+25.8% | $3,741+40.1% |
| Admin fee / account holder | $6,112 | $5,622+8.7% | $6,797-10.1% | $5,306+15.2% |