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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 | $177,768 | $89,364+98.9% | $141,177+25.9% | $72,983+143.6% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.50% | 111.86%-90.4pp | 71.40%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,400 | $3,115-55.1% | $4,736-70.4% | $2,440-42.6% |
| Participant deferral / active EE | $4,129 | $5,419-23.8% | $6,710-38.5% | $3,608+14.5% |
| Admin fee / account holder | $13,834 | $5,959+132.2% | $10,263+34.8% | $5,124+170.0% |