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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 | $211,623 | $86,949+143.4% | $102,460+106.5% | $80,959+161.4% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,112 | $2,370-53.1% | $3,025-63.2% | $2,757-59.7% |
| Participant deferral / active EE | $5,444 | $4,121+32.1% | $5,056+7.7% | $4,300+26.6% |
| Admin fee / account holder | $40,930 | $8,048+408.6% | $9,460+332.7% | $6,925+491.0% |