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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 | $121,197 | $67,602+79.3% | $82,312+47.2% | $70,126+72.8% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 15.62% | 21.57%-5.9pp | 25.88%-10.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,179 | $1,755-32.8% | $2,428-51.4% | $2,343-49.7% |
| Participant deferral / active EE | $4,161 | $2,987+39.3% | $3,706+12.3% | $3,332+24.9% |
| Admin fee / account holder | $14,085 | $4,512+212.2% | $5,608+151.2% | $4,645+203.2% |