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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 | $127,616 | $84,236+51.5% | $170,435-25.1% | $70,126+82.0% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 21.18% | 23.06%-1.9pp | 205.94%-184.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,609 | $3,387+6.5% | $5,432-33.6% | $2,343+54.1% |
| Participant deferral / active EE | $10,463 | $3,086+239.1% | $4,939+111.8% | $3,332+214.0% |
| Admin fee / account holder | $13,567 | $5,698+138.1% | $13,881-2.3% | $4,645+192.1% |