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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 | $157,984 | $62,672+152.1% | $185,117-14.7% | $70,126+125.3% |
| Participation rate | 97.1% | 63.8%+33.4pp | 77.3%+19.9pp | 69.5%+27.6pp |
| Annual return | 15.93% | 40.79%-24.9pp | 40.50%-24.6pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,289 | $1,753+30.6% | $4,182-45.3% | $2,343-2.3% |
| Participant deferral / active EE | $11,126 | $3,272+240.1% | $5,045+120.5% | $3,332+233.9% |
| Admin fee / account holder | $11,950 | $3,932+203.9% | $8,159+46.5% | $4,645+157.2% |