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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 | $164,582 | $52,836+211.5% | $105,736+55.7% | $64,173+156.5% |
| Participation rate | 94.7% | 66.5%+28.2pp | 76.3%+18.4pp | 69.6%+25.2pp |
| Annual return | -6.00% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,073 | $1,827+287.1% | $3,268+116.4% | $2,381+197.1% |
| Participant deferral / active EE | $6,463 | $2,545+153.9% | $4,080+58.4% | $3,470+86.3% |
| Admin fee / account holder | $3,054 | $3,959-22.8% | $6,913-55.8% | $4,887-37.5% |