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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 | $152,934 | $69,273+120.8% | $90,796+68.4% | $82,637+85.1% |
| Participation rate | 83.3% | 64.0%+19.3pp | 69.5%+13.8pp | 68.1%+15.3pp |
| Annual return | 15.87% | 18.37%-2.5pp | 19.29%-3.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,056 | $1,865+63.8% | $2,294+33.2% | $2,552+19.7% |
| Participant deferral / active EE | $4,846 | $3,047+59.0% | $3,822+26.8% | $4,126+17.4% |
| Admin fee / account holder | $25,509 | $5,511+362.9% | $7,024+263.2% | $7,339+247.6% |