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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 | $124,700 | $77,901+60.1% | $149,717-16.7% | $75,181+65.9% |
| Participation rate | 92.5% | 65.6%+26.9pp | 78.8%+13.7pp | 67.2%+25.3pp |
| Annual return | 19.50% | 31.73%-12.2pp | 134.41%-114.9pp | 160.69%-141.2pp |
| Employer contribution / active EE | $916 | $3,137-70.8% | $4,820-81.0% | $2,671-65.7% |
| Participant deferral / active EE | $5,788 | $3,411+69.7% | $5,682+1.9% | $4,126+40.3% |
| Admin fee / account holder | $13,897 | $5,949+133.6% | $13,213+5.2% | $5,650+146.0% |