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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 | $175,529 | $62,672+180.1% | $185,117-5.2% | $70,126+150.3% |
| Participation rate | 93.8% | 63.8%+30.0pp | 77.3%+16.5pp | 69.5%+24.2pp |
| Annual return | 19.86% | 40.79%-20.9pp | 40.50%-20.6pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,264 | $1,753-27.9% | $4,182-69.8% | $2,343-46.1% |
| Participant deferral / active EE | $5,688 | $3,272+73.9% | $5,045+12.7% | $3,332+70.7% |
| Admin fee / account holder | $17,767 | $3,932+351.9% | $8,159+117.7% | $4,645+282.5% |