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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 | $147,931 | $63,861+131.6% | $104,614+41.4% | $79,858+85.2% |
| Participation rate | 78.6% | 64.9%+13.6pp | 74.1%+4.5pp | 69.6%+8.9pp |
| Annual return | 13.58% | 21.30%-7.7pp | 340.56%-327.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,650 | $1,588+3.9% | $2,681-38.5% | $2,471-33.2% |
| Participant deferral / active EE | $2,671 | $2,693-0.8% | $3,739-28.6% | $3,740-28.6% |
| Admin fee / account holder | $8,011 | $4,185+91.4% | $6,464+23.9% | $5,306+51.0% |