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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 | $188,384 | $80,992+132.6% | $96,534+95.1% | $75,173+150.6% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.7pp | 67.2%+18.5pp |
| Annual return | 13.36% | 27.05%-13.7pp | 25.88%-12.5pp | 160.72%-147.4pp |
| Employer contribution / active EE | $2,046 | $2,283-10.3% | $2,965-31.0% | $2,671-23.4% |
| Participant deferral / active EE | $5,845 | $3,929+48.7% | $4,851+20.5% | $4,126+41.6% |
| Admin fee / account holder | $19,327 | $6,717+187.7% | $8,253+134.2% | $5,651+242.0% |