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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 | $78,178 | $315,200-75.2% | $238,191-67.2% | $155,188-49.6% |
| Participation rate | 78.6% | 82.6%-4.0pp | 77.1%+1.5pp | 80.8%-2.2pp |
| Annual return | 13.88% | 10.25%+3.6pp | 13.02%+0.9pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,694 | $6,383-57.8% | $5,082-47.0% | $4,248-36.6% |
| Participant deferral / active EE | $4,174 | $8,044-48.1% | $6,726-37.9% | $6,531-36.1% |
| Admin fee / account holder | $60,352 | $48,031+25.7% | $34,582+74.5% | $14,480+316.8% |