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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 | $146,049 | $67,602+116.0% | $82,312+77.4% | $70,126+108.3% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,086 | $1,755-38.1% | $2,428-55.3% | $2,343-53.6% |
| Participant deferral / active EE | $4,249 | $2,987+42.2% | $3,706+14.6% | $3,332+27.5% |
| Admin fee / account holder | $59,222 | $4,512+1212.7% | $5,608+956.1% | $4,645+1174.8% |