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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 | $168,934 | $65,395+158.3% | $182,540-7.5% | $72,975+131.5% |
| Participation rate | 94.6% | 65.4%+29.2pp | 78.0%+16.6pp | 69.5%+25.1pp |
| Annual return | 24.07% | 27.68%-3.6pp | 148.58%-124.5pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,703 | $1,911-10.9% | $4,076-58.2% | $2,440-30.2% |
| Participant deferral / active EE | $7,661 | $3,563+115.0% | $5,525+38.7% | $3,608+112.3% |
| Admin fee / account holder | $27,096 | $4,245+538.3% | $8,593+215.3% | $5,124+428.8% |