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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 | $129,407 | $73,978+74.9% | $96,515+34.1% | $75,173+72.1% |
| Participation rate | 78.2% | 66.4%+11.8pp | 74.3%+3.8pp | 67.2%+11.0pp |
| Annual return | 16.06% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $21,592 | $2,931+636.8% | $3,740+477.4% | $2,671+708.4% |
| Participant deferral / active EE | $2,985 | $3,660-18.4% | $4,880-38.8% | $4,126-27.7% |
| Admin fee / account holder | $16,899 | $5,219+223.8% | $6,735+150.9% | $5,651+199.1% |