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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 | $162,528 | $124,425+30.6% | $112,040+45.1% | $137,256+18.4% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 12.34% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,832 | $3,411-46.3% | $2,954-38.0% | $4,156-55.9% |
| Participant deferral / active EE | $4,960 | $5,718-13.3% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $23,611 | $15,207+55.3% | $12,098+95.2% | $12,270+92.4% |