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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 | $131,378 | $72,486+81.2% | $87,103+50.8% | $72,976+80.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 17.85% | 24.46%-6.6pp | 28.19%-10.3pp | 81.02%-63.2pp |
| Employer contribution / active EE | $2,019 | $1,894+6.6% | $2,521-19.9% | $2,440-17.3% |
| Participant deferral / active EE | $5,276 | $3,270+61.4% | $4,049+30.3% | $3,608+46.2% |
| Admin fee / account holder | $36,052 | $5,055+613.3% | $7,491+381.2% | $5,124+603.6% |