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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 | $151,862 | $78,015+94.7% | $178,505-14.9% | $80,959+87.6% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.7%+23.2pp |
| Annual return | 16.50% | 18.10%-1.6pp | 27.16%-10.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,572 | $2,281-31.1% | $3,955-60.3% | $2,757-43.0% |
| Participant deferral / active EE | $10,385 | $4,406+135.7% | $6,280+65.4% | $4,300+141.5% |
| Admin fee / account holder | $23,981 | $7,160+234.9% | $10,428+130.0% | $6,925+246.3% |