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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 | $164,791 | $83,485+97.4% | $125,195+31.6% | $72,976+125.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 23.35% | 25.77%-2.4pp | 43.79%-20.4pp | 81.02%-57.7pp |
| Employer contribution / active EE | $2,675 | $2,346+14.0% | $3,866-30.8% | $2,440+9.6% |
| Participant deferral / active EE | $5,445 | $3,586+51.8% | $4,937+10.3% | $3,608+50.9% |
| Admin fee / account holder | $34,271 | $5,518+521.1% | $9,704+253.2% | $5,124+568.8% |