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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 | $181,549 | $63,861+184.3% | $104,639+73.5% | $79,856+127.3% |
| Participation rate | 83.3% | 64.9%+18.4pp | 74.1%+9.3pp | 69.6%+13.7pp |
| Annual return | 12.75% | 21.30%-8.6pp | 340.67%-327.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $616 | $1,588-61.2% | $2,682-77.0% | $2,471-75.1% |
| Participant deferral / active EE | $5,594 | $2,693+107.7% | $3,738+49.6% | $3,741+49.5% |
| Admin fee / account holder | $9,263 | $4,185+121.3% | $6,465+43.3% | $5,306+74.6% |