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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 | $121,262 | $77,472+56.5% | $100,415+20.8% | $80,959+49.8% |
| Participation rate | 89.3% | 76.9%+12.3pp | 81.5%+7.8pp | 67.7%+21.6pp |
| Annual return | 15.41% | 37.26%-21.9pp | 49.47%-34.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,750 | $2,800-37.5% | $3,943-55.6% | $2,757-36.5% |
| Participant deferral / active EE | $12,101 | $6,818+77.5% | $8,091+49.6% | $4,300+181.4% |
| Admin fee / account holder | $18,656 | $5,885+217.0% | $7,906+136.0% | $6,925+169.4% |