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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 | $146,223 | $57,119+156.0% | $85,187+71.6% | $80,935+80.7% |
| Participation rate | 81.8% | 56.4%+25.4pp | 67.5%+14.3pp | 67.7%+14.2pp |
| Annual return | 11.99% | 21.70%-9.7pp | 66.67%-54.7pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,963 | $1,802+8.9% | $2,732-28.2% | $2,757-28.8% |
| Participant deferral / active EE | $5,627 | $3,115+80.6% | $4,525+24.4% | $4,299+30.9% |
| Admin fee / account holder | $22,547 | $4,990+351.8% | $6,162+265.9% | $6,924+225.6% |