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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 | $104,616 | $56,110+86.4% | $94,993+10.1% | $70,126+49.2% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.9%+3.3pp | 69.5%+7.6pp |
| Annual return | 16.56% | 51.02%-34.5pp | 27.14%-10.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,549 | $1,442+7.4% | $2,603-40.5% | $2,343-33.9% |
| Participant deferral / active EE | $2,562 | $2,391+7.1% | $3,317-22.8% | $3,332-23.1% |
| Admin fee / account holder | $16,823 | $3,456+386.7% | $4,960+239.2% | $4,645+262.1% |