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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 | $119,879 | $81,358+47.3% | $155,556-22.9% | $80,959+48.1% |
| Participation rate | 95.0% | 66.3%+28.7pp | 78.2%+16.8pp | 67.7%+27.3pp |
| Annual return | 13.51% | 33.39%-19.9pp | 64.84%-51.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,413 | $3,106-22.3% | $4,675-48.4% | $2,757-12.5% |
| Participant deferral / active EE | $4,547 | $3,455+31.6% | $5,631-19.3% | $4,300+5.7% |
| Admin fee / account holder | $36,320 | $7,994+354.4% | $15,885+128.6% | $6,925+424.5% |