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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 | $123,626 | $71,057+74.0% | $93,654+32.0% | $80,874+52.9% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.6%+10.7pp |
| Annual return | 15.24% | 11.26%+4.0pp | 133.34%-118.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,947 | $1,564+24.5% | $2,421-19.6% | $2,756-29.4% |
| Participant deferral / active EE | $4,694 | $4,034+16.4% | $4,413+6.4% | $4,297+9.2% |
| Admin fee / account holder | $19,810 | $6,944+185.3% | $8,282+139.2% | $6,935+185.6% |