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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 | $81,276+92.2% | $155,574+0.4% | $80,925+93.0% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 11.66% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,790 | $3,103-42.3% | $4,676-61.7% | $2,756-35.1% |
| Participant deferral / active EE | $2,887 | $3,453-16.4% | $5,629-48.7% | $4,299-32.8% |
| Admin fee / account holder | $15,075 | $7,993+88.6% | $15,914-5.3% | $6,940+117.2% |