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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 | $142,344 | $77,814+82.9% | $158,223-10.0% | $86,983+63.6% |
| Participation rate | 71.0% | 68.4%+2.6pp | 79.2%-8.2pp | 69.5%+1.4pp |
| Annual return | 12.76% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,096 | $2,592-19.1% | $4,109-49.0% | $2,584-18.9% |
| Participant deferral / active EE | $5,926 | $3,270+81.3% | $5,467+8.4% | $4,194+41.3% |
| Admin fee / account holder | $27,816 | $5,879+373.1% | $16,047+73.3% | $7,856+254.1% |