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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 | $121,562 | $80,992+50.1% | $96,534+25.9% | $75,173+61.7% |
| Participation rate | 76.9% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 15.34% | 27.05%-11.7pp | 25.88%-10.5pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,010 | $2,283-55.8% | $2,965-65.9% | $2,671-62.2% |
| Participant deferral / active EE | $5,444 | $3,929+38.6% | $4,851+12.2% | $4,126+31.9% |
| Admin fee / account holder | $22,446 | $6,717+234.2% | $8,253+172.0% | $5,651+297.2% |