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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 | $150,526 | $81,262+85.2% | $155,602-3.3% | $80,911+86.0% |
| Participation rate | 79.2% | 66.2%+12.9pp | 78.2%+1.0pp | 67.6%+11.5pp |
| Annual return | 16.59% | 33.34%-16.8pp | 64.81%-48.2pp | 35.63%-19.0pp |
| Employer contribution / active EE | $3,034 | $3,102-2.2% | $4,675-35.1% | $2,756+10.1% |
| Participant deferral / active EE | $5,423 | $3,451+57.1% | $5,629-3.7% | $4,297+26.2% |
| Admin fee / account holder | $28,192 | $7,992+252.8% | $15,923+77.1% | $6,935+306.5% |