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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 | $166,322 | $65,367+154.4% | $92,915+79.0% | $72,976+127.9% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.0%-2.5pp | 69.5%+4.0pp |
| Annual return | 23.30% | 42.11%-18.8pp | 109.45%-86.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $6,002 | $2,594+131.4% | $3,653+64.3% | $2,440+146.0% |
| Participant deferral / active EE | $5,327 | $3,128+70.3% | $4,238+25.7% | $3,608+47.7% |
| Admin fee / account holder | $2,689 | $4,251-36.8% | $5,796-53.6% | $5,124-47.5% |