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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 | $149,568 | $54,541+174.2% | $78,778+89.9% | $70,126+113.3% |
| Participation rate | 94.7% | 60.8%+33.9pp | 69.2%+25.5pp | 69.5%+25.1pp |
| Annual return | 15.12% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,203 | $1,089+102.4% | $1,986+11.0% | $2,343-6.0% |
| Participant deferral / active EE | $2,864 | $2,210+29.6% | $2,958-3.2% | $3,332-14.1% |
| Admin fee / account holder | $14,181 | $3,709+282.4% | $5,134+176.2% | $4,645+205.3% |