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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 | $125,439 | $58,627+114.0% | $76,735+63.5% | $82,448+52.1% |
| Participation rate | 74.1% | 63.2%+10.9pp | 69.5%+4.6pp | 68.1%+6.0pp |
| Annual return | 16.47% | 39.10%-22.6pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,168 | $1,729-32.5% | $2,454-52.4% | $2,551-54.2% |
| Participant deferral / active EE | $7,390 | $3,134+135.8% | $4,088+80.8% | $4,139+78.5% |
| Admin fee / account holder | $19,302 | $5,323+262.6% | $7,189+168.5% | $7,234+166.8% |