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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 | $131,585 | $81,476+61.5% | $102,383+28.5% | $80,925+62.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 14.30% | 25.59%-11.3pp | 24.94%-10.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,570 | $3,105-49.4% | $3,870-59.4% | $2,756-43.1% |
| Participant deferral / active EE | $8,348 | $3,871+115.6% | $5,060+65.0% | $4,299+94.2% |
| Admin fee / account holder | $35,483 | $6,717+428.2% | $8,391+322.8% | $6,940+411.3% |