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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 | $131,634 | $80,992+62.5% | $96,534+36.4% | $75,173+75.1% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.4pp | 67.2%+18.1pp |
| Annual return | 15.30% | 27.05%-11.8pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $4,035 | $2,283+76.8% | $2,965+36.1% | $2,671+51.1% |
| Participant deferral / active EE | $2,780 | $3,929-29.3% | $4,851-42.7% | $4,126-32.6% |
| Admin fee / account holder | $17,271 | $6,717+157.1% | $8,253+109.3% | $5,651+205.6% |