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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 | $157,987 | $77,908+102.8% | $149,696+5.5% | $75,173+110.2% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 14.49% | 31.73%-17.2pp | 134.46%-120.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $2,010 | $3,138-35.9% | $4,821-58.3% | $2,671-24.7% |
| Participant deferral / active EE | $7,545 | $3,411+121.2% | $5,682+32.8% | $4,126+82.9% |
| Admin fee / account holder | $11,050 | $5,950+85.7% | $13,212-16.4% | $5,651+95.5% |