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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 | $136,057 | $76,407+78.1% | $150,298-9.5% | $82,448+65.0% |
| Participation rate | 73.5% | 66.4%+7.1pp | 77.8%-4.3pp | 68.1%+5.4pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,316 | $2,614-11.4% | $4,154-44.2% | $2,551-9.2% |
| Participant deferral / active EE | $8,318 | $3,214+158.8% | $5,453+52.5% | $4,139+101.0% |
| Admin fee / account holder | $19,521 | $6,352+207.3% | $14,116+38.3% | $7,234+169.8% |