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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 | $123,360 | $88,672+39.1% | $105,223+17.2% | $82,448+49.6% |
| Participation rate | 78.9% | 67.9%+11.0pp | 75.0%+3.9pp | 68.1%+10.9pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,728 | $3,048-43.3% | $3,689-53.2% | $2,551-32.3% |
| Participant deferral / active EE | $7,743 | $4,036+91.8% | $5,072+52.7% | $4,139+87.1% |
| Admin fee / account holder | $12,003 | $7,146+68.0% | $8,859+35.5% | $7,234+65.9% |