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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 | $161,221 | $50,958+216.4% | $74,552+116.3% | $64,181+151.2% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.1%+24.2pp | 69.6%+23.8pp |
| Annual return | 10.56% | -1.86%+12.4pp | 32.53%-22.0pp | 7.63%+2.9pp |
| Employer contribution / active EE | $4,151 | $1,115+272.2% | $1,961+111.7% | $2,381+74.4% |
| Participant deferral / active EE | $4,161 | $2,301+80.8% | $3,108+33.9% | $3,470+19.9% |
| Admin fee / account holder | $20,657 | $4,223+389.2% | $5,060+308.3% | $4,887+322.7% |