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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 | $78,027+94.6% | $178,528-14.9% | $80,925+87.7% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.7%+23.3pp |
| Annual return | 16.50% | 18.09%-1.6pp | 27.11%-10.6pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,572 | $2,281-31.1% | $3,950-60.2% | $2,756-43.0% |
| Participant deferral / active EE | $10,385 | $4,408+135.6% | $6,278+65.4% | $4,299+141.6% |
| Admin fee / account holder | $23,981 | $7,168+234.6% | $10,419+130.2% | $6,940+245.5% |