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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 | $149,604 | $72,269+107.0% | $101,271+47.7% | $79,852+87.4% |
| Participation rate | 90.8% | 68.5%+22.3pp | 75.8%+15.0pp | 69.6%+21.1pp |
| Annual return | 17.32% | 22.29%-5.0pp | 46.48%-29.2pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,328 | $2,692-50.7% | $3,660-63.7% | $2,471-46.3% |
| Participant deferral / active EE | $5,879 | $3,282+79.1% | $4,371+34.5% | $3,740+57.2% |
| Admin fee / account holder | $10,422 | $4,401+136.8% | $5,948+75.2% | $5,306+96.4% |