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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 | $154,561 | $70,430+119.5% | $96,572+60.0% | $85,851+80.0% |
| Participation rate | 81.6% | 61.8%+19.8pp | 69.8%+11.8pp | 69.3%+12.3pp |
| Annual return | 16.20% | 18.58%-2.4pp | 37.79%-21.6pp | 318.63%-302.4pp |
| Employer contribution / active EE | $1,262 | $1,413-10.7% | $2,357-46.5% | $2,565-50.8% |
| Participant deferral / active EE | $5,056 | $2,894+74.7% | $3,850+31.3% | $3,952+27.9% |
| Admin fee / account holder | $7,152 | $4,996+43.2% | $6,183+15.7% | $6,261+14.2% |