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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 | $149,145 | $72,492+105.7% | $87,104+71.2% | $72,975+104.4% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 20.78% | 24.46%-3.7pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,394 | $1,894-26.4% | $2,521-44.7% | $2,440-42.9% |
| Participant deferral / active EE | $4,119 | $3,270+26.0% | $4,048+1.8% | $3,608+14.2% |
| Admin fee / account holder | $10,154 | $5,055+100.9% | $7,491+35.5% | $5,124+98.2% |