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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 | $158,937 | $87,060+82.6% | $105,591+50.5% | $80,911+96.4% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.6%+22.7pp |
| Annual return | 14.82% | 17.05%-2.2pp | 116.43%-101.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,974 | $2,396-17.6% | $3,166-37.6% | $2,756-28.4% |
| Participant deferral / active EE | $5,925 | $3,986+48.6% | $5,008+18.3% | $4,297+37.9% |
| Admin fee / account holder | $69,857 | $8,442+727.5% | $11,024+533.7% | $6,935+907.4% |