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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 | $156,262 | $77,901+100.6% | $149,717+4.4% | $75,181+107.8% |
| Participation rate | 72.8% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.6pp |
| Annual return | 18.84% | 31.73%-12.9pp | 134.41%-115.6pp | 160.69%-141.8pp |
| Employer contribution / active EE | $1,821 | $3,137-41.9% | $4,820-62.2% | $2,671-31.8% |
| Participant deferral / active EE | $4,911 | $3,411+44.0% | $5,682-13.6% | $4,126+19.0% |
| Admin fee / account holder | $8,915 | $5,949+49.9% | $13,213-32.5% | $5,650+57.8% |