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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 | $150,515 | $56,544+166.2% | $75,501+99.4% | $70,126+114.6% |
| Participation rate | 78.4% | 68.1%+10.3pp | 72.4%+6.1pp | 69.5%+8.9pp |
| Annual return | 13.62% | 23.59%-10.0pp | 27.35%-13.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $5,219 | $1,817+187.3% | $2,352+121.9% | $2,343+122.8% |
| Participant deferral / active EE | $4,102 | $2,580+59.0% | $3,142+30.5% | $3,332+23.1% |
| Admin fee / account holder | $4,162 | $3,827+8.8% | $5,801-28.3% | $4,645-10.4% |