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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 | $159,185 | $58,099+174.0% | $76,872+107.1% | $75,173+111.8% |
| Participation rate | 86.7% | 63.9%+22.8pp | 69.6%+17.1pp | 67.2%+19.5pp |
| Annual return | 15.77% | 26.71%-10.9pp | 37.90%-22.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,038 | $1,996-48.0% | $2,533-59.0% | $2,671-61.1% |
| Participant deferral / active EE | $2,679 | $2,999-10.7% | $3,832-30.1% | $4,126-35.1% |
| Admin fee / account holder | $2,076 | $4,778-56.5% | $5,476-62.1% | $5,651-63.3% |