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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 | $122,767 | $81,233+51.1% | $155,567-21.1% | $80,874+51.8% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 15.91% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,590 | $3,101-16.5% | $4,674-44.6% | $2,756-6.0% |
| Participant deferral / active EE | $5,464 | $3,452+58.3% | $5,628-2.9% | $4,297+27.2% |
| Admin fee / account holder | $10,696 | $7,998+33.7% | $15,916-32.8% | $6,935+54.2% |