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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 | $135,651 | $76,407+77.5% | $150,298-9.7% | $82,448+64.5% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 13.70% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,113 | $2,614+19.1% | $4,154-25.1% | $2,551+22.0% |
| Participant deferral / active EE | $4,350 | $3,214+35.3% | $5,453-20.2% | $4,139+5.1% |
| Admin fee / account holder | $153,605 | $6,352+2318.2% | $14,116+988.2% | $7,234+2023.3% |