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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 | $135,618 | $81,476+66.5% | $102,383+32.5% | $80,925+67.6% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 17.64% | 25.59%-8.0pp | 24.94%-7.3pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,821 | $3,105-41.3% | $3,870-52.9% | $2,756-33.9% |
| Participant deferral / active EE | $3,793 | $3,871-2.0% | $5,060-25.0% | $4,299-11.8% |
| Admin fee / account holder | $18,846 | $6,717+180.6% | $8,391+124.6% | $6,940+171.6% |