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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 | $180,548 | $91,198+98.0% | $178,503+1.1% | $79,856+126.1% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 12.01% | 24.20%-12.2pp | 151.12%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,429 | $3,257-56.1% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $3,774 | $3,237+16.6% | $5,202-27.5% | $3,741+0.9% |
| Admin fee / account holder | $1,476 | $6,748-78.1% | $13,987-89.4% | $5,306-72.2% |