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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 | $160,558 | $81,358+97.3% | $155,556+3.2% | $80,959+98.3% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 11.02% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,622 | $3,106-47.8% | $4,675-65.3% | $2,757-41.2% |
| Participant deferral / active EE | $5,660 | $3,455+63.8% | $5,631+0.5% | $4,300+31.6% |
| Admin fee / account holder | $35,670 | $7,994+346.2% | $15,885+124.5% | $6,925+415.1% |