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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 | $166,118 | $77,920+113.2% | $149,723+10.9% | $75,177+121.0% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 15.23% | 31.72%-16.5pp | 134.50%-119.3pp | 160.75%-145.5pp |
| Employer contribution / active EE | $2,656 | $3,138-15.4% | $4,821-44.9% | $2,671-0.6% |
| Participant deferral / active EE | $7,582 | $3,411+122.3% | $5,682+33.4% | $4,126+83.7% |
| Admin fee / account holder | $4,562 | $5,951-23.3% | $13,215-65.5% | $5,651-19.3% |