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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 | $123,193 | $101,763+21.1% | $164,866-25.3% | $80,874+52.3% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.5pp |
| Annual return | 10.87% | 16.73%-5.9pp | 69.97%-59.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,212 | $2,954-59.0% | $4,343-72.1% | $2,756-56.0% |
| Participant deferral / active EE | $7,203 | $4,477+60.9% | $6,033+19.4% | $4,297+67.6% |
| Admin fee / account holder | $25,762 | $8,228+213.1% | $12,689+103.0% | $6,935+271.5% |