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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 | $121,601 | $58,493+107.9% | $84,023+44.7% | $72,976+66.6% |
| Participation rate | 93.2% | 61.2%+32.0pp | 69.0%+24.2pp | 69.5%+23.7pp |
| Annual return | 18.36% | 28.93%-10.6pp | 71.32%-53.0pp | 81.02%-62.7pp |
| Employer contribution / active EE | $1,542 | $1,163+32.6% | $1,984-22.3% | $2,440-36.8% |
| Participant deferral / active EE | $3,871 | $2,394+61.7% | $3,239+19.5% | $3,608+7.3% |
| Admin fee / account holder | $13,851 | $4,569+203.2% | $6,102+127.0% | $5,124+170.3% |