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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 | $76,182 | $61,605+23.7% | $112,273-32.1% | $75,173+1.3% |
| Participation rate | 92.9% | 61.7%+31.2pp | 72.4%+20.4pp | 67.2%+25.7pp |
| Annual return | 14.69% | 28.47%-13.8pp | 30.23%-15.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $2,717 | $2,015+34.8% | $3,431-20.8% | $2,671+1.7% |
| Participant deferral / active EE | $6,670 | $3,108+114.6% | $4,800+39.0% | $4,126+61.6% |
| Admin fee / account holder | $13,759 | $4,862+183.0% | $7,752+77.5% | $5,651+143.5% |