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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 | $142,425 | $63,355+124.8% | $91,994+54.8% | $72,983+95.1% |
| Participation rate | 92.1% | 72.5%+19.6pp | 78.6%+13.5pp | 69.5%+22.6pp |
| Annual return | 24.96% | 35.35%-10.4pp | 69.03%-44.1pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,354 | $2,116-36.0% | $3,452-60.8% | $2,440-44.5% |
| Participant deferral / active EE | $3,398 | $4,883-30.4% | $5,923-42.6% | $3,608-5.8% |
| Admin fee / account holder | $19,999 | $4,668+328.4% | $7,743+158.3% | $5,124+290.3% |