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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 | $153,305 | $101,795+50.6% | $165,100-7.1% | $80,959+89.4% |
| Participation rate | 87.8% | 71.8%+16.0pp | 78.6%+9.2pp | 67.7%+20.2pp |
| Annual return | 22.39% | 16.73%+5.7pp | 70.21%-47.8pp | 35.67%-13.3pp |
| Employer contribution / active EE | $1,417 | $2,954-52.0% | $4,348-67.4% | $2,757-48.6% |
| Participant deferral / active EE | $7,109 | $4,476+58.8% | $6,035+17.8% | $4,300+65.3% |
| Admin fee / account holder | $39,366 | $8,221+378.8% | $12,696+210.1% | $6,925+468.4% |