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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 | $161,407 | $101,795+58.6% | $165,100-2.2% | $80,959+99.4% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.7%+19.4pp |
| Annual return | 11.84% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,553 | $2,954-47.4% | $4,348-64.3% | $2,757-43.7% |
| Participant deferral / active EE | $8,525 | $4,476+90.5% | $6,035+41.2% | $4,300+98.2% |
| Admin fee / account holder | $73,330 | $8,221+792.0% | $12,696+477.6% | $6,925+958.9% |