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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 | $69,444+80.6% | $92,985+34.9% | $87,485+43.4% |
| Participation rate | 74.1% | 63.3%+10.8pp | 69.5%+4.6pp | 68.9%+5.1pp |
| Annual return | 16.47% | 23.85%-7.4pp | 27.99%-11.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,168 | $1,917-39.1% | $2,662-56.1% | $2,596-55.0% |
| Participant deferral / active EE | $7,390 | $3,364+119.7% | $4,377+68.9% | $4,274+72.9% |
| Admin fee / account holder | $19,302 | $6,137+214.5% | $9,463+104.0% | $7,775+148.3% |