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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 | $144,887 | $81,487+77.8% | $102,412+41.5% | $80,935+79.0% |
| Participation rate | 71.7% | 66.8%+4.9pp | 74.5%-2.8pp | 67.7%+4.1pp |
| Annual return | 17.36% | 25.60%-8.2pp | 24.94%-7.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,266 | $3,103+5.3% | $3,870-15.6% | $2,757+18.5% |
| Participant deferral / active EE | $7,132 | $3,871+84.3% | $5,060+40.9% | $4,299+65.9% |
| Admin fee / account holder | $33,608 | $6,717+400.3% | $8,388+300.7% | $6,924+385.4% |