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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 | $99,875+70.0% | $146,866+15.6% | $86,983+95.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 14.72% | 28.10%-13.4pp | 102.85%-88.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,418 | $3,224-56.0% | $4,425-67.9% | $2,584-45.1% |
| Participant deferral / active EE | $10,663 | $6,322+68.6% | $7,759+37.4% | $4,194+154.2% |
| Admin fee / account holder | $34,186 | $7,838+336.2% | $13,620+151.0% | $7,856+335.2% |