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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 | $164,543 | $45,343+262.9% | $150,298+9.5% | $67,986+142.0% |
| Participation rate | 88.3% | 51.9%+36.5pp | 77.8%+10.6pp | 57.2%+31.1pp |
| Annual return | 13.43% | 33.28%-19.8pp | 62.79%-49.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $231 | $1,462-84.2% | $4,154-94.4% | $2,019-88.5% |
| Participant deferral / active EE | $3,940 | $2,055+91.8% | $5,453-27.7% | $3,358+17.3% |
| Admin fee / account holder | $3,679 | $2,250+63.5% | $14,116-73.9% | $3,203+14.9% |