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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 | $149,431 | $101,795+46.8% | $165,100-9.5% | $80,959+84.6% |
| Participation rate | 87.9% | 71.8%+16.1pp | 78.6%+9.3pp | 67.7%+20.2pp |
| Annual return | 14.17% | 16.73%-2.6pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,830 | $2,954-38.0% | $4,348-57.9% | $2,757-33.6% |
| Participant deferral / active EE | $5,599 | $4,476+25.1% | $6,035-7.2% | $4,300+30.2% |
| Admin fee / account holder | $18,985 | $8,221+130.9% | $12,696+49.5% | $6,925+174.1% |