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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 | $179,747 | $81,358+120.9% | $155,556+15.6% | $80,959+122.0% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 12.40% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,157 | $3,106+1.6% | $4,675-32.5% | $2,757+14.5% |
| Participant deferral / active EE | $9,468 | $3,455+174.0% | $5,631+68.2% | $4,300+120.2% |
| Admin fee / account holder | $31,450 | $7,994+293.4% | $15,885+98.0% | $6,925+354.1% |