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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 | $168,311 | $69,977+140.5% | $108,582+55.0% | $62,881+167.7% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 4.84% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $5,587 | $2,135+161.7% | $3,758+48.7% | $2,281+145.0% |
| Participant deferral / active EE | $7,262 | $3,165+129.5% | $4,311+68.4% | $3,203+126.7% |
| Admin fee / account holder | $2,722 | $5,076-46.4% | $7,645-64.4% | $4,296-36.6% |