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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 | $86,938+87.0% | $102,423+58.7% | $80,925+100.9% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.7%+18.8pp |
| Annual return | 19.19% | 18.89%+0.3pp | 29.42%-10.2pp | 35.65%-16.5pp |
| Employer contribution / active EE | $1,068 | $2,369-54.9% | $3,023-64.7% | $2,756-61.3% |
| Participant deferral / active EE | $6,118 | $4,120+48.5% | $5,054+21.0% | $4,299+42.3% |
| Admin fee / account holder | $61,689 | $8,053+666.1% | $9,455+552.5% | $6,940+788.9% |