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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 | $164,280 | $68,586+139.5% | $120,380+36.5% | $80,911+103.0% |
| Participation rate | 76.0% | 61.6%+14.4pp | 71.9%+4.1pp | 67.6%+8.4pp |
| Annual return | 15.11% | 23.62%-8.5pp | 107.28%-92.2pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,115 | $2,053+3.0% | $3,465-39.0% | $2,756-23.3% |
| Participant deferral / active EE | $4,750 | $3,174+49.6% | $4,992-4.9% | $4,297+10.5% |
| Admin fee / account holder | $1,523 | $5,733-73.4% | $9,421-83.8% | $6,935-78.0% |