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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 | $129,881 | $72,273+79.7% | $101,275+28.2% | $79,856+62.6% |
| Participation rate | 79.5% | 68.5%+11.1pp | 75.8%+3.7pp | 69.6%+9.9pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.48%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,442 | $2,691-9.3% | $3,660-33.3% | $2,471-1.2% |
| Participant deferral / active EE | $4,344 | $3,282+32.4% | $4,371-0.6% | $3,741+16.1% |
| Admin fee / account holder | $17,136 | $4,401+289.3% | $5,948+188.1% | $5,306+222.9% |