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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 | $123,516 | $60,349+104.7% | $74,184+66.5% | $62,881+96.4% |
| Participation rate | 94.1% | 72.7%+21.4pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 11.42% | 21.38%-10.0pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,620 | $1,680-3.6% | $2,370-31.7% | $2,281-29.0% |
| Participant deferral / active EE | $4,817 | $2,856+68.7% | $3,550+35.7% | $3,203+50.4% |
| Admin fee / account holder | $19,888 | $4,261+366.8% | $5,586+256.0% | $4,296+363.0% |