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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 | $134,467 | $110,137+22.1% | $161,149-16.6% | $82,637+62.7% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+4.9pp | 68.1%+15.7pp |
| Annual return | 22.22% | 20.69%+1.5pp | 21.16%+1.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,245 | $2,856-21.4% | $4,360-48.5% | $2,552-12.0% |
| Participant deferral / active EE | $4,096 | $4,575-10.5% | $6,153-33.4% | $4,126-0.7% |
| Admin fee / account holder | $22,715 | $9,467+139.9% | $15,194+49.5% | $7,339+209.5% |