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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 | $77,460+58.1% | $100,378+22.0% | $80,925+51.3% |
| Participation rate | 98.5% | 76.9%+21.5pp | 81.5%+17.0pp | 67.7%+30.8pp |
| Annual return | 16.29% | 37.24%-21.0pp | 49.41%-33.1pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,422 | $2,801-49.2% | $3,942-63.9% | $2,756-48.4% |
| Participant deferral / active EE | $7,205 | $6,818+5.7% | $8,087-10.9% | $4,299+67.6% |
| Admin fee / account holder | $19,212 | $5,887+226.3% | $7,899+143.2% | $6,940+176.8% |