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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 | $152,117 | $73,988+105.6% | $96,538+57.6% | $75,177+102.3% |
| Participation rate | 88.4% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | 14.88% | 26.73%-11.8pp | 35.74%-20.9pp | 160.75%-145.9pp |
| Employer contribution / active EE | $2,094 | $2,930-28.5% | $3,740-44.0% | $2,671-21.6% |
| Participant deferral / active EE | $7,091 | $3,660+93.7% | $4,880+45.3% | $4,126+71.8% |
| Admin fee / account holder | $52,753 | $5,220+910.7% | $6,737+683.0% | $5,651+833.5% |