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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 | $157,195 | $78,428+100.4% | $95,960+63.8% | $79,852+96.9% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.2pp |
| Annual return | 14.27% | 19.37%-5.1pp | 91.63%-77.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,906 | $1,945-2.0% | $2,541-25.0% | $2,471-22.9% |
| Participant deferral / active EE | $4,743 | $3,440+37.9% | $4,167+13.8% | $3,740+26.8% |
| Admin fee / account holder | $16,331 | $5,622+190.5% | $6,797+140.3% | $5,306+207.8% |