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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 | $169,828 | $106,524+59.4% | $152,301+11.5% | $87,485+94.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 14.72% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,418 | $3,371-57.9% | $4,624-69.3% | $2,596-45.4% |
| Participant deferral / active EE | $10,663 | $6,525+63.4% | $8,004+33.2% | $4,274+149.5% |
| Admin fee / account holder | $34,186 | $8,287+312.5% | $14,398+137.4% | $7,775+339.7% |