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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 | $146,408 | $73,978+97.9% | $96,515+51.7% | $75,173+94.8% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 15.67% | 26.72%-11.1pp | 35.73%-20.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,111 | $2,931-62.1% | $3,740-70.3% | $2,671-58.4% |
| Participant deferral / active EE | $8,089 | $3,660+121.0% | $4,880+65.8% | $4,126+96.0% |
| Admin fee / account holder | $14,302 | $5,219+174.0% | $6,735+112.3% | $5,651+153.1% |