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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 | $121,549 | $47,848+154.0% | $81,473+49.2% | $70,126+73.3% |
| Participation rate | 92.9% | 58.3%+34.6pp | 68.0%+24.9pp | 69.5%+23.3pp |
| Annual return | 16.65% | 27.25%-10.6pp | 38.78%-22.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,113 | $1,527-27.1% | $2,568-56.7% | $2,343-52.5% |
| Participant deferral / active EE | $3,319 | $2,453+35.3% | $3,537-6.2% | $3,332-0.4% |
| Admin fee / account holder | $12,385 | $3,145+293.8% | $4,561+171.5% | $4,645+166.6% |