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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 | $160,966 | $81,276+98.1% | $155,574+3.5% | $80,925+98.9% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 14.25% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,262 | $3,103-27.1% | $4,676-51.6% | $2,756-17.9% |
| Participant deferral / active EE | $4,068 | $3,453+17.8% | $5,629-27.7% | $4,299-5.4% |
| Admin fee / account holder | $7,682 | $7,993-3.9% | $15,914-51.7% | $6,940+10.7% |