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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 | $173,928 | $77,920+123.2% | $149,723+16.2% | $75,177+131.4% |
| Participation rate | 82.0% | 65.6%+16.4pp | 78.8%+3.2pp | 67.2%+14.8pp |
| Annual return | 18.34% | 31.72%-13.4pp | 134.50%-116.2pp | 160.75%-142.4pp |
| Employer contribution / active EE | $4,224 | $3,138+34.6% | $4,821-12.4% | $2,671+58.1% |
| Participant deferral / active EE | $4,524 | $3,411+32.6% | $5,682-20.4% | $4,126+9.6% |
| Admin fee / account holder | $2,598 | $5,951-56.3% | $13,215-80.3% | $5,651-54.0% |