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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 | $121,501 | $76,551+58.7% | $123,894-1.9% | $62,881+93.2% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,724 | $2,882-5.5% | $4,617-41.0% | $2,281+19.4% |
| Participant deferral / active EE | $9,126 | $4,840+88.6% | $5,984+52.5% | $3,203+184.9% |
| Admin fee / account holder | $25,091 | $4,826+419.9% | $8,357+200.2% | $4,296+484.1% |