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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 | $131,007 | $100,003+31.0% | $146,685-10.7% | $85,856+52.6% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 13.71% | 18.93%-5.2pp | 22.75%-9.0pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,901 | $2,559-25.7% | $4,137-54.0% | $2,565-25.9% |
| Participant deferral / active EE | $6,379 | $4,006+59.2% | $5,507+15.8% | $3,952+61.4% |
| Admin fee / account holder | $24,195 | $7,704+214.1% | $10,281+135.3% | $6,261+286.5% |