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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 | $197,342 | $98,776+99.8% | $149,745+31.8% | $79,856+147.1% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 14.44% | 27.38%-12.9pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,123 | $3,217-34.0% | $4,646-54.3% | $2,471-14.1% |
| Participant deferral / active EE | $4,971 | $5,681-12.5% | $6,843-27.4% | $3,741+32.9% |
| Admin fee / account holder | $5,751 | $6,053-5.0% | $9,312-38.2% | $5,306+8.4% |