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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 | $156,176 | $93,598+66.9% | $135,974+14.9% | $75,173+107.8% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 22.99% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,314 | $3,538-62.9% | $4,859-73.0% | $2,671-50.8% |
| Participant deferral / active EE | $7,810 | $6,405+21.9% | $7,760+0.6% | $4,126+89.3% |
| Admin fee / account holder | $16,960 | $6,978+143.1% | $10,767+57.5% | $5,651+200.1% |