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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 | $159,876 | $80,992+97.4% | $96,534+65.6% | $75,173+112.7% |
| Participation rate | 80.2% | 71.8%+8.4pp | 76.0%+4.2pp | 67.2%+13.0pp |
| Annual return | 17.40% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,504 | $2,283-34.1% | $2,965-49.3% | $2,671-43.7% |
| Participant deferral / active EE | $5,532 | $3,929+40.8% | $4,851+14.0% | $4,126+34.1% |
| Admin fee / account holder | $41,711 | $6,717+521.0% | $8,253+405.4% | $5,651+638.2% |