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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 | $126,621 | $54,541+132.2% | $78,778+60.7% | $70,126+80.6% |
| Participation rate | 93.5% | 60.8%+32.7pp | 69.2%+24.3pp | 69.5%+23.9pp |
| Annual return | 17.78% | 21.07%-3.3pp | 35.62%-17.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $13,551 | $1,089+1144.9% | $1,986+582.4% | $2,343+478.5% |
| Participant deferral / active EE | $5,884 | $2,210+166.2% | $2,958+98.9% | $3,332+76.6% |
| Admin fee / account holder | $11,846 | $3,709+219.4% | $5,134+130.7% | $4,645+155.0% |