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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 | $123,253 | $73,978+66.6% | $96,515+27.7% | $75,173+64.0% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.3pp | 67.2%+12.4pp |
| Annual return | 17.47% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,403 | $2,931-18.0% | $3,740-35.7% | $2,671-10.0% |
| Participant deferral / active EE | $6,571 | $3,660+79.5% | $4,880+34.7% | $4,126+59.3% |
| Admin fee / account holder | $13,544 | $5,219+159.5% | $6,735+101.1% | $5,651+139.7% |