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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 | $99,875+34.9% | $146,866-8.3% | $86,983+54.9% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 16.27% | 28.10%-11.8pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $3,266 | $3,224+1.3% | $4,425-26.2% | $2,584+26.4% |
| Participant deferral / active EE | $12,583 | $6,322+99.0% | $7,759+62.2% | $4,194+200.0% |
| Admin fee / account holder | $19,303 | $7,838+146.3% | $13,620+41.7% | $7,856+145.7% |