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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 | $162,201 | $81,331+99.4% | $155,534+4.3% | $80,935+100.4% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 15.03% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,812 | $3,105-41.7% | $4,675-61.2% | $2,757-34.3% |
| Participant deferral / active EE | $7,249 | $3,454+109.9% | $5,630+28.8% | $4,299+68.6% |
| Admin fee / account holder | $13,416 | $7,999+67.7% | $15,900-15.6% | $6,924+93.8% |