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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 | $146,504 | $58,627+149.9% | $76,735+90.9% | $82,448+77.7% |
| Participation rate | 76.7% | 63.2%+13.4pp | 69.5%+7.2pp | 68.1%+8.6pp |
| Annual return | 13.44% | 39.10%-25.7pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,503 | $1,729+44.8% | $2,454+2.0% | $2,551-1.9% |
| Participant deferral / active EE | $4,946 | $3,134+57.8% | $4,088+21.0% | $4,139+19.5% |
| Admin fee / account holder | $41,612 | $5,323+681.8% | $7,189+478.8% | $7,234+475.2% |