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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 | $164,792 | $76,551+115.3% | $123,894+33.0% | $62,881+162.1% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,431 | $2,882+19.0% | $4,617-25.7% | $2,281+50.4% |
| Participant deferral / active EE | $5,286 | $4,840+9.2% | $5,984-11.7% | $3,203+65.0% |
| Admin fee / account holder | $27,765 | $4,826+475.3% | $8,357+232.2% | $4,296+546.3% |