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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 | $76,407+121.1% | $150,298+12.4% | $82,448+104.9% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 17.04% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,390 | $2,614-46.8% | $4,154-66.5% | $2,551-45.5% |
| Participant deferral / active EE | $6,241 | $3,214+94.1% | $5,453+14.5% | $4,139+50.8% |
| Admin fee / account holder | $1,379 | $6,352-78.3% | $14,116-90.2% | $7,234-80.9% |