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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 | $174,384 | $94,439+84.7% | $73,658+136.7% | $154,746+12.7% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 18.41% | 28.25%-9.8pp | 29.72%-11.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,960 | $1,257+135.4% | $1,032+186.7% | $4,379-32.4% |
| Participant deferral / active EE | $3,436 | $2,527+36.0% | $2,062+66.7% | $6,730-48.9% |
| Admin fee / account holder | $1,359 | $3,843-64.6% | $3,357-59.5% | $14,365-90.5% |