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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 | $136,058 | $108,825+25.0% | $156,181-12.9% | $82,448+65.0% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,650 | $2,870-42.5% | $4,294-61.6% | $2,551-35.3% |
| Participant deferral / active EE | $6,720 | $4,577+46.8% | $6,132+9.6% | $4,139+62.3% |
| Admin fee / account holder | $22,492 | $9,341+140.8% | $14,586+54.2% | $7,234+210.9% |