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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 | $155,325 | $113,941+36.3% | $94,229+64.8% | $125,389+23.9% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 1.53% | 5.29%-3.8pp | 10.68%-9.2pp | 282.24%-280.7pp |
| Employer contribution / active EE | $6,397 | $4,727+35.3% | $3,587+78.3% | $4,866+31.5% |
| Participant deferral / active EE | $4,484 | $5,179-13.4% | $4,320+3.8% | $5,352-16.2% |
| Admin fee / account holder | $37,517 | $8,392+347.1% | $6,269+498.4% | $9,541+293.2% |