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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 | $158,357 | $72,273+119.1% | $101,275+56.4% | $79,856+98.3% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.5pp |
| Annual return | 14.01% | 22.30%-8.3pp | 46.48%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,866 | $2,691-30.7% | $3,660-49.0% | $2,471-24.5% |
| Participant deferral / active EE | $7,446 | $3,282+126.9% | $4,371+70.4% | $3,741+99.1% |
| Admin fee / account holder | $15,981 | $4,401+263.1% | $5,948+168.7% | $5,306+201.2% |