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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 | $181,127 | $80,992+123.6% | $96,534+87.6% | $75,173+140.9% |
| Participation rate | 77.4% | 71.8%+5.6pp | 76.0%+1.4pp | 67.2%+10.2pp |
| Annual return | 15.41% | 27.05%-11.6pp | 25.88%-10.5pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,896 | $2,283-16.9% | $2,965-36.0% | $2,671-29.0% |
| Participant deferral / active EE | $5,780 | $3,929+47.1% | $4,851+19.2% | $4,126+40.1% |
| Admin fee / account holder | $14,193 | $6,717+111.3% | $8,253+72.0% | $5,651+151.2% |