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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 | $176,436 | $54,541+223.5% | $78,778+124.0% | $70,126+151.6% |
| Participation rate | 88.1% | 60.8%+27.3pp | 69.2%+18.9pp | 69.5%+18.6pp |
| Annual return | 13.47% | 21.07%-7.6pp | 35.62%-22.1pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,308 | $1,089+20.1% | $1,986-34.1% | $2,343-44.2% |
| Participant deferral / active EE | $4,672 | $2,210+111.4% | $2,958+57.9% | $3,332+40.2% |
| Admin fee / account holder | $13,643 | $3,709+267.9% | $5,134+165.8% | $4,645+193.7% |