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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 | $179,908 | $89,364+101.3% | $141,177+27.4% | $72,983+146.5% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 21.60% | 111.86%-90.3pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,566 | $3,115-17.6% | $4,736-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $6,225 | $5,419+14.9% | $6,710-7.2% | $3,608+72.6% |
| Admin fee / account holder | $1,744 | $5,959-70.7% | $10,263-83.0% | $5,124-66.0% |