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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 | $127,908 | $80,992+57.9% | $96,534+32.5% | $75,173+70.2% |
| Participation rate | 70.8% | 71.8%-1.0pp | 76.0%-5.1pp | 67.2%+3.6pp |
| Annual return | 14.79% | 27.05%-12.3pp | 25.88%-11.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,970 | $2,283+30.1% | $2,965+0.2% | $2,671+11.2% |
| Participant deferral / active EE | $7,894 | $3,929+100.9% | $4,851+62.7% | $4,126+91.3% |
| Admin fee / account holder | $17,516 | $6,717+160.8% | $8,253+112.2% | $5,651+210.0% |