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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 | $125,330 | $78,197+60.3% | $98,090+27.8% | $82,637+51.7% |
| Participation rate | 77.3% | 77.5%-0.2pp | 81.5%-4.3pp | 68.1%+9.2pp |
| Annual return | 18.65% | 40.25%-21.6pp | 37.05%-18.4pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,566 | $2,605-1.5% | $3,606-28.8% | $2,552+0.5% |
| Participant deferral / active EE | $5,845 | $6,636-11.9% | $7,845-25.5% | $4,126+41.7% |
| Admin fee / account holder | $36,823 | $14,832+148.3% | $11,815+211.7% | $7,339+401.8% |