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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 | $188,671 | $91,198+106.9% | $178,503+5.7% | $79,856+136.3% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 17.04% | 24.20%-7.2pp | 151.12%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,615 | $3,257-19.7% | $5,011-47.8% | $2,471+5.8% |
| Participant deferral / active EE | $4,077 | $3,237+26.0% | $5,202-21.6% | $3,741+9.0% |
| Admin fee / account holder | $11,621 | $6,748+72.2% | $13,987-16.9% | $5,306+119.0% |