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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 | $77,358+62.0% | $102,184+22.7% | $87,485+43.3% |
| Participation rate | 77.3% | 78.7%-1.4pp | 82.6%-5.3pp | 68.9%+8.3pp |
| Annual return | 18.65% | 41.11%-22.5pp | 31.58%-12.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,566 | $2,562+0.2% | $3,594-28.6% | $2,596-1.2% |
| Participant deferral / active EE | $5,845 | $6,753-13.4% | $8,309-29.7% | $4,274+36.8% |
| Admin fee / account holder | $36,823 | $6,809+440.8% | $11,609+217.2% | $7,775+373.6% |