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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 | $134,252 | $79,955+67.9% | $98,461+36.4% | $75,173+78.6% |
| Participation rate | 72.2% | 70.4%+1.9pp | 75.2%-2.9pp | 67.2%+5.0pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.17%-7.3pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,397 | $2,264-38.3% | $3,049-54.2% | $2,671-47.7% |
| Participant deferral / active EE | $4,701 | $3,752+25.3% | $4,738-0.8% | $4,126+13.9% |
| Admin fee / account holder | $17,212 | $6,841+151.6% | $8,961+92.1% | $5,651+204.6% |