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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 | $153,362 | $65,395+134.5% | $182,558-16.0% | $72,976+110.2% |
| Participation rate | 79.5% | 65.4%+14.0pp | 78.0%+1.5pp | 69.5%+10.0pp |
| Annual return | 21.20% | 27.68%-6.5pp | 148.59%-127.4pp | 81.02%-59.8pp |
| Employer contribution / active EE | $2,803 | $1,911+46.7% | $4,076-31.2% | $2,440+14.9% |
| Participant deferral / active EE | $5,434 | $3,563+52.5% | $5,526-1.7% | $3,608+50.6% |
| Admin fee / account holder | $22,413 | $4,245+428.0% | $8,594+160.8% | $5,124+337.4% |