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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 | $119,793 | $82,882+44.5% | $127,803-6.3% | $72,976+64.2% |
| Participation rate | 86.7% | 71.5%+15.2pp | 79.0%+7.7pp | 69.5%+17.2pp |
| Annual return | 18.99% | 32.20%-13.2pp | 26.14%-7.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,003 | $3,346-70.0% | $4,576-78.1% | $2,440-58.9% |
| Participant deferral / active EE | $5,265 | $4,791+9.9% | $6,023-12.6% | $3,608+45.9% |
| Admin fee / account holder | $40,558 | $6,487+525.2% | $9,399+331.5% | $5,124+691.5% |