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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 | $141,362 | $64,348+119.7% | $90,162+56.8% | $70,131+101.6% |
| Participation rate | 89.7% | 70.4%+19.2pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 18.06% | 28.13%-10.1pp | 34.88%-16.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,077 | $2,046-47.3% | $3,318-67.5% | $2,342-54.0% |
| Participant deferral / active EE | $10,196 | $4,389+132.3% | $5,287+92.8% | $3,332+206.0% |
| Admin fee / account holder | $16,067 | $3,944+307.4% | $5,943+170.4% | $4,645+245.9% |