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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 | $133,089 | $58,523+127.4% | $99,470+33.8% | $72,983+82.4% |
| Participation rate | 82.8% | 64.6%+18.1pp | 73.8%+8.9pp | 69.5%+13.3pp |
| Annual return | 25.48% | 28.51%-3.0pp | 30.72%-5.2pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,761 | $1,512+16.5% | $2,540-30.7% | $2,440-27.8% |
| Participant deferral / active EE | $2,649 | $2,606+1.7% | $3,619-26.8% | $3,608-26.6% |
| Admin fee / account holder | $13,410 | $4,102+226.9% | $6,252+114.5% | $5,124+161.7% |