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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 | $160,751 | $86,940+84.9% | $102,434+56.9% | $80,935+98.6% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.7%+6.7pp |
| Annual return | 11.72% | 18.89%-7.2pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $4,473 | $2,370+88.8% | $3,023+48.0% | $2,757+62.3% |
| Participant deferral / active EE | $2,178 | $4,121-47.1% | $5,055-56.9% | $4,299-49.3% |
| Admin fee / account holder | $56,776 | $8,047+605.5% | $9,462+500.0% | $6,924+719.9% |