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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 | $173,399 | $57,541+201.3% | $95,740+81.1% | $75,173+130.7% |
| Participation rate | 78.9% | 62.5%+16.4pp | 72.3%+6.7pp | 67.2%+11.7pp |
| Annual return | 24.05% | 34.93%-10.9pp | 28.41%-4.4pp | 160.72%-136.7pp |
| Employer contribution / active EE | $2,109 | $1,808+16.7% | $2,836-25.6% | $2,671-21.0% |
| Participant deferral / active EE | $4,856 | $3,074+58.0% | $4,244+14.4% | $4,126+17.7% |
| Admin fee / account holder | $2,298 | $4,099-43.9% | $5,676-59.5% | $5,651-59.3% |