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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 | $145,569 | $89,370+62.9% | $141,197+3.1% | $72,976+99.5% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,664 | $3,115-46.6% | $4,736-64.9% | $2,440-31.8% |
| Participant deferral / active EE | $12,103 | $5,419+123.4% | $6,710+80.4% | $3,608+235.5% |
| Admin fee / account holder | $13,760 | $5,957+131.0% | $10,265+34.1% | $5,124+168.5% |