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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 | $134,467 | $108,825+23.6% | $156,181-13.9% | $82,448+63.1% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+5.0pp | 68.1%+15.7pp |
| Annual return | 22.22% | 20.59%+1.6pp | 64.87%-42.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,245 | $2,870-21.8% | $4,294-47.7% | $2,551-12.0% |
| Participant deferral / active EE | $4,096 | $4,577-10.5% | $6,132-33.2% | $4,139-1.1% |
| Admin fee / account holder | $22,715 | $9,341+143.2% | $14,586+55.7% | $7,234+214.0% |