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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 | $158,027 | $47,848+230.3% | $81,473+94.0% | $70,126+125.3% |
| Participation rate | 85.7% | 58.3%+27.4pp | 68.0%+17.8pp | 69.5%+16.2pp |
| Annual return | 18.36% | 27.25%-8.9pp | 38.78%-20.4pp | 73.15%-54.8pp |
| Employer contribution / active EE | $3,172 | $1,527+107.7% | $2,568+23.5% | $2,343+35.4% |
| Participant deferral / active EE | $3,375 | $2,453+37.6% | $3,537-4.6% | $3,332+1.3% |
| Admin fee / account holder | $1,143 | $3,145-63.7% | $4,561-74.9% | $4,645-75.4% |