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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 | $163,087 | $101,778+60.2% | $164,975-1.1% | $80,925+101.5% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 22.31% | 16.73%+5.6pp | 70.12%-47.8pp | 35.65%-13.3pp |
| Employer contribution / active EE | $2,439 | $2,954-17.4% | $4,343-43.8% | $2,756-11.5% |
| Participant deferral / active EE | $3,208 | $4,477-28.3% | $6,033-46.8% | $4,299-25.4% |
| Admin fee / account holder | $29,046 | $8,221+253.3% | $12,688+128.9% | $6,940+318.5% |