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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 | $146,928 | $108,825+35.0% | $156,181-5.9% | $82,448+78.2% |
| Participation rate | 81.8% | 72.4%+9.5pp | 78.8%+3.0pp | 68.1%+13.8pp |
| Annual return | 15.77% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,156 | $2,870-59.7% | $4,294-73.1% | $2,551-54.7% |
| Participant deferral / active EE | $2,585 | $4,577-43.5% | $6,132-57.8% | $4,139-37.5% |
| Admin fee / account holder | $45,231 | $9,341+384.2% | $14,586+210.1% | $7,234+525.2% |