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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 | $119,454 | $72,269+65.3% | $101,271+18.0% | $79,852+49.6% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 11.65% | 22.29%-10.6pp | 46.48%-34.8pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,528 | $2,692-43.2% | $3,660-58.2% | $2,471-38.1% |
| Participant deferral / active EE | $2,658 | $3,282-19.0% | $4,371-39.2% | $3,740-28.9% |
| Admin fee / account holder | $16,331 | $4,401+271.1% | $5,948+174.6% | $5,306+207.8% |