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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 | $181,144 | $81,276+122.9% | $155,574+16.4% | $80,925+123.8% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 12.36% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $4,577 | $3,103+47.5% | $4,676-2.1% | $2,756+66.0% |
| Participant deferral / active EE | $3,753 | $3,453+8.7% | $5,629-33.3% | $4,299-12.7% |
| Admin fee / account holder | $180,393 | $7,993+2156.8% | $15,914+1033.5% | $6,940+2499.3% |