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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 | $170,543 | $63,365+169.1% | $91,994+85.4% | $72,976+133.7% |
| Participation rate | 92.0% | 72.5%+19.5pp | 78.6%+13.4pp | 69.5%+22.5pp |
| Annual return | 21.02% | 35.35%-14.3pp | 69.04%-48.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,321 | $2,116-37.6% | $3,453-61.7% | $2,440-45.9% |
| Participant deferral / active EE | $5,956 | $4,883+22.0% | $5,924+0.5% | $3,608+65.1% |
| Admin fee / account holder | $25,633 | $4,670+448.9% | $7,744+231.0% | $5,124+400.3% |