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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 | $151,105 | $60,349+150.4% | $74,184+103.7% | $62,881+140.3% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 6.42% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,845 | $1,680+9.8% | $2,370-22.2% | $2,281-19.1% |
| Participant deferral / active EE | $4,683 | $2,856+64.0% | $3,550+31.9% | $3,203+46.2% |
| Admin fee / account holder | $24,522 | $4,261+475.5% | $5,586+339.0% | $4,296+470.8% |