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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 | $142,828 | $54,541+161.9% | $78,778+81.3% | $70,126+103.7% |
| Participation rate | 81.4% | 60.8%+20.6pp | 69.2%+12.2pp | 69.5%+11.9pp |
| Annual return | 19.47% | 21.07%-1.6pp | 35.62%-16.1pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,584 | $1,089+45.5% | $1,986-20.2% | $2,343-32.4% |
| Participant deferral / active EE | $2,119 | $2,210-4.1% | $2,958-28.4% | $3,332-36.4% |
| Admin fee / account holder | $7,239 | $3,709+95.2% | $5,134+41.0% | $4,645+55.8% |