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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 | $122,444 | $77,472+58.0% | $100,415+21.9% | $80,959+51.2% |
| Participation rate | 98.5% | 76.9%+21.5pp | 81.5%+16.9pp | 67.7%+30.8pp |
| Annual return | 16.29% | 37.26%-21.0pp | 49.47%-33.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,422 | $2,800-49.2% | $3,943-63.9% | $2,757-48.4% |
| Participant deferral / active EE | $7,205 | $6,818+5.7% | $8,091-11.0% | $4,300+67.5% |
| Admin fee / account holder | $19,212 | $5,885+226.5% | $7,906+143.0% | $6,925+177.4% |