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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 | $180,211 | $65,027+177.1% | $90,970+98.1% | $79,852+125.7% |
| Participation rate | 92.0% | 61.6%+30.4pp | 69.0%+23.0pp | 69.6%+22.4pp |
| Annual return | 12.26% | 30.45%-18.2pp | 134.58%-122.3pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,058 | $1,247+145.2% | $2,122+44.1% | $2,471+23.8% |
| Participant deferral / active EE | $1,151 | $2,512-54.2% | $3,373-65.9% | $3,740-69.2% |
| Admin fee / account holder | $2,514 | $4,535-44.6% | $5,960-57.8% | $5,306-52.6% |