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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 | $128,387 | $81,331+57.9% | $155,534-17.5% | $80,935+58.6% |
| Participation rate | 85.7% | 66.3%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 13.71% | 33.37%-19.7pp | 64.92%-51.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,578 | $3,105+15.3% | $4,675-23.5% | $2,757+29.8% |
| Participant deferral / active EE | $8,961 | $3,454+159.4% | $5,630+59.2% | $4,299+108.4% |
| Admin fee / account holder | $25,352 | $7,999+216.9% | $15,900+59.5% | $6,924+266.1% |