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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 | $137,352 | $73,787+86.1% | $98,716+39.1% | $82,448+66.6% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.3%+16.0pp | 68.1%+17.2pp |
| Annual return | 15.47% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,642 | $1,511+8.7% | $2,279-27.9% | $2,551-35.6% |
| Participant deferral / active EE | $4,445 | $3,081+44.2% | $4,048+9.8% | $4,139+7.4% |
| Admin fee / account holder | $14,590 | $6,500+124.5% | $8,703+67.7% | $7,234+101.7% |