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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 | $157,637 | $76,407+106.3% | $150,298+4.9% | $82,448+91.2% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 13.92% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,629 | $2,614+0.6% | $4,154-36.7% | $2,551+3.1% |
| Participant deferral / active EE | $5,774 | $3,214+79.6% | $5,453+5.9% | $4,139+39.5% |
| Admin fee / account holder | $54,925 | $6,352+764.7% | $14,116+289.1% | $7,234+659.2% |