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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 | $178,522 | $81,276+119.6% | $155,574+14.8% | $80,925+120.6% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 14.33% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,608 | $3,103+16.3% | $4,676-22.8% | $2,756+30.9% |
| Participant deferral / active EE | $7,088 | $3,453+105.3% | $5,629+25.9% | $4,299+64.9% |
| Admin fee / account holder | $1,131 | $7,993-85.9% | $15,914-92.9% | $6,940-83.7% |