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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 | $134,716 | $106,749+26.2% | $145,433-7.4% | $82,448+63.4% |
| Participation rate | 89.8% | 75.6%+14.1pp | 82.1%+7.7pp | 68.1%+21.7pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,266 | $3,444-5.2% | $4,554-28.3% | $2,551+28.0% |
| Participant deferral / active EE | $12,583 | $6,519+93.0% | $7,897+59.3% | $4,139+204.0% |
| Admin fee / account holder | $19,303 | $8,390+130.1% | $13,129+47.0% | $7,234+166.8% |