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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 | $157,085 | $73,988+112.3% | $96,538+62.7% | $75,177+109.0% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 16.40% | 26.73%-10.3pp | 35.74%-19.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,091 | $2,930-62.8% | $3,740-70.8% | $2,671-59.1% |
| Participant deferral / active EE | $8,974 | $3,660+145.2% | $4,880+83.9% | $4,126+117.5% |
| Admin fee / account holder | $9,371 | $5,220+79.5% | $6,737+39.1% | $5,651+65.8% |