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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 | $148,859 | $80,983+83.8% | $96,544+54.2% | $75,177+98.0% |
| Participation rate | 87.3% | 71.8%+15.5pp | 76.0%+11.3pp | 67.2%+20.1pp |
| Annual return | 18.00% | 27.05%-9.1pp | 25.88%-7.9pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,040 | $2,282-54.4% | $2,966-64.9% | $2,671-61.1% |
| Participant deferral / active EE | $3,219 | $3,929-18.1% | $4,851-33.6% | $4,126-22.0% |
| Admin fee / account holder | $1,736 | $6,717-74.2% | $8,254-79.0% | $5,651-69.3% |