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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 | $77,492+56.5% | $100,398+20.8% | $80,911+49.9% |
| Participation rate | 89.3% | 76.9%+12.3pp | 81.5%+7.8pp | 67.6%+21.6pp |
| Annual return | 15.41% | 37.23%-21.8pp | 49.32%-33.9pp | 35.63%-20.2pp |
| Employer contribution / active EE | $1,750 | $2,800-37.5% | $3,946-55.6% | $2,756-36.5% |
| Participant deferral / active EE | $12,101 | $6,817+77.5% | $8,084+49.7% | $4,297+181.6% |
| Admin fee / account holder | $18,656 | $5,892+216.6% | $7,893+136.4% | $6,935+169.0% |