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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 | $173,631 | $77,920+122.8% | $149,723+16.0% | $75,177+131.0% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 18.54% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,557 | $3,138-18.5% | $4,821-47.0% | $2,671-4.3% |
| Participant deferral / active EE | $6,915 | $3,411+102.7% | $5,682+21.7% | $4,126+67.6% |
| Admin fee / account holder | $1,982 | $5,951-66.7% | $13,215-85.0% | $5,651-64.9% |