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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 | $160,138 | $77,896+105.6% | $134,172+19.4% | $82,448+94.2% |
| Participation rate | 89.3% | 62.8%+26.5pp | 72.5%+16.8pp | 68.1%+21.2pp |
| Annual return | 12.84% | 18.21%-5.4pp | 25.30%-12.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,969 | $2,159-8.8% | $3,420-42.4% | $2,551-22.8% |
| Participant deferral / active EE | $5,125 | $3,162+62.1% | $4,690+9.3% | $4,139+23.8% |
| Admin fee / account holder | $48,162 | $6,336+660.1% | $12,016+300.8% | $7,234+565.7% |