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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 | $157,624 | $71,208+121.4% | $93,681+68.3% | $80,911+94.8% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.6%+2.4pp |
| Annual return | 17.31% | 11.27%+6.0pp | 133.47%-116.2pp | 35.63%-18.3pp |
| Employer contribution / active EE | $7,458 | $1,564+376.7% | $2,422+207.9% | $2,756+170.6% |
| Participant deferral / active EE | $2,106 | $4,035-47.8% | $4,415-52.3% | $4,297-51.0% |
| Admin fee / account holder | $3,001 | $6,951-56.8% | $8,290-63.8% | $6,935-56.7% |