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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 | $158,257 | $93,598+69.1% | $135,974+16.4% | $75,173+110.5% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 17.06% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,421 | $3,538-31.6% | $4,859-50.2% | $2,671-9.4% |
| Participant deferral / active EE | $8,576 | $6,405+33.9% | $7,760+10.5% | $4,126+107.8% |
| Admin fee / account holder | $1,474 | $6,978-78.9% | $10,767-86.3% | $5,651-73.9% |