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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 | $146,285 | $47,848+205.7% | $81,473+79.6% | $70,126+108.6% |
| Participation rate | 92.9% | 58.3%+34.6pp | 68.0%+24.9pp | 69.5%+23.3pp |
| Annual return | 13.90% | 27.25%-13.3pp | 38.78%-24.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,176 | $1,527+42.5% | $2,568-15.3% | $2,343-7.1% |
| Participant deferral / active EE | $5,344 | $2,453+117.8% | $3,537+51.1% | $3,332+60.4% |
| Admin fee / account holder | $8,453 | $3,145+168.8% | $4,561+85.3% | $4,645+82.0% |