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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 | $162,561 | $86,922+87.0% | $102,438+58.7% | $80,874+101.0% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 19.19% | 18.90%+0.3pp | 29.37%-10.2pp | 35.62%-16.4pp |
| Employer contribution / active EE | $1,068 | $2,369-54.9% | $3,024-64.7% | $2,756-61.2% |
| Participant deferral / active EE | $6,118 | $4,119+48.5% | $5,054+21.1% | $4,297+42.4% |
| Admin fee / account holder | $61,689 | $8,050+666.3% | $9,448+552.9% | $6,935+789.5% |