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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 | $144,883 | $54,541+165.6% | $78,778+83.9% | $70,131+106.6% |
| Participation rate | 88.6% | 60.8%+27.8pp | 69.2%+19.4pp | 69.5%+19.0pp |
| Annual return | 18.56% | 21.07%-2.5pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,207 | $1,089+10.9% | $1,986-39.2% | $2,342-48.5% |
| Participant deferral / active EE | $4,548 | $2,210+105.8% | $2,958+53.7% | $3,332+36.5% |
| Admin fee / account holder | $4,992 | $3,709+34.6% | $5,134-2.8% | $4,645+7.5% |