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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 | $172,239 | $86,050+100.2% | $189,758-9.2% | $94,015+83.2% |
| Participation rate | 76.6% | 68.9%+7.7pp | 79.8%-3.2pp | 70.8%+5.8pp |
| Annual return | 16.26% | 17.77%-1.5pp | 52.62%-36.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $2,526 | $2,819-10.4% | $4,767-47.0% | $2,790-9.4% |
| Participant deferral / active EE | $5,822 | $3,349+73.8% | $5,856-0.6% | $4,249+37.0% |
| Admin fee / account holder | $39,673 | $6,627+498.7% | $20,388+94.6% | $8,951+343.2% |