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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 | $141,946 | $46,688+204.0% | $189,758-25.2% | $69,733+103.6% |
| Participation rate | 87.0% | 61.7%+25.3pp | 79.8%+7.2pp | 62.5%+24.5pp |
| Annual return | 14.15% | 14.35%-0.2pp | 52.62%-38.5pp | 15.22%-1.1pp |
| Employer contribution / active EE | $3,201 | $1,695+88.9% | $4,767-32.8% | $2,250+42.3% |
| Participant deferral / active EE | $5,632 | $2,143+162.8% | $5,856-3.8% | $3,054+84.4% |
| Admin fee / account holder | $6,500 | $1,700+282.3% | $20,388-68.1% | $3,102+109.6% |