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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 | $156,497 | $116,167+34.7% | $64,489+142.7% | $137,256+14.0% |
| Participation rate | 90.0% | 68.2%+21.8pp | 67.7%+22.3pp | 80.0%+10.0pp |
| Annual return | 11.34% | 36.55%-25.2pp | 55.03%-43.7pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,843 | $2,483-25.8% | $1,523+21.0% | $4,156-55.7% |
| Participant deferral / active EE | $3,200 | $4,215-24.1% | $2,778+15.2% | $6,407-50.1% |
| Admin fee / account holder | $44,018 | $6,188+611.3% | $4,260+933.3% | $12,270+258.7% |