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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 | $158,611 | $124,980+26.9% | $108,359+46.4% | $154,746+2.5% |
| Participation rate | 76.9% | 75.2%+1.8pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 11.50% | 45.00%-33.5pp | 36.89%-25.4pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,620 | $2,851-43.2% | $2,399-32.5% | $4,379-63.0% |
| Participant deferral / active EE | $4,383 | $4,743-7.6% | $4,137+5.9% | $6,730-34.9% |
| Admin fee / account holder | $41,673 | $11,502+262.3% | $9,741+327.8% | $14,365+190.1% |