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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 | $151,426 | $88,672+70.8% | $105,223+43.9% | $82,448+83.7% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 41.23% | 30.86%+10.4pp | 180.65%-139.4pp | 41.64%-0.4pp |
| Employer contribution / active EE | $1,848 | $3,048-39.4% | $3,689-49.9% | $2,551-27.5% |
| Participant deferral / active EE | $3,086 | $4,036-23.5% | $5,072-39.1% | $4,139-25.4% |
| Admin fee / account holder | $1,572 | $7,146-78.0% | $8,859-82.3% | $7,234-78.3% |