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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 | $147,979 | $57,590+157.0% | $86,233+71.6% | $82,448+79.5% |
| Participation rate | 83.7% | 57.9%+25.9pp | 69.0%+14.7pp | 68.1%+15.7pp |
| Annual return | 15.07% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,186 | $1,655+32.1% | $2,504-12.7% | $2,551-14.3% |
| Participant deferral / active EE | $6,886 | $3,080+123.6% | $4,559+51.0% | $4,139+66.4% |
| Admin fee / account holder | $28,325 | $4,730+498.8% | $8,342+239.5% | $7,234+291.5% |