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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 | $168,926 | $78,690+114.7% | $161,489+4.6% | $87,485+93.1% |
| Participation rate | 90.2% | 67.5%+22.7pp | 78.7%+11.5pp | 68.9%+21.3pp |
| Annual return | 17.04% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,390 | $2,588-46.3% | $4,268-67.4% | $2,596-46.5% |
| Participant deferral / active EE | $6,241 | $3,311+88.5% | $5,630+10.8% | $4,274+46.0% |
| Admin fee / account holder | $1,379 | $6,724-79.5% | $16,006-91.4% | $7,775-82.3% |