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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 | $156,197 | $81,358+92.0% | $155,556+0.4% | $80,959+92.9% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 11.66% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,790 | $3,106-42.4% | $4,675-61.7% | $2,757-35.1% |
| Participant deferral / active EE | $2,887 | $3,455-16.4% | $5,631-48.7% | $4,300-32.9% |
| Admin fee / account holder | $15,075 | $7,994+88.6% | $15,885-5.1% | $6,925+117.7% |