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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 | $184,778 | $77,638+138.0% | $156,551+18.0% | $62,881+193.9% |
| Participation rate | 90.4% | 71.2%+19.2pp | 84.0%+6.4pp | 69.3%+21.1pp |
| Annual return | 10.61% | 50.33%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $3,179 | $3,444-7.7% | $5,501-42.2% | $2,281+39.4% |
| Participant deferral / active EE | $4,749 | $3,046+55.9% | $4,871-2.5% | $3,203+48.3% |
| Admin fee / account holder | $1,711 | $5,561-69.2% | $13,028-86.9% | $4,296-60.2% |