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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 | $128,459 | $72,486+77.2% | $87,103+47.5% | $72,976+76.0% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 19.70% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,321 | $1,894-30.2% | $2,521-47.6% | $2,440-45.9% |
| Participant deferral / active EE | $3,031 | $3,270-7.3% | $4,049-25.1% | $3,608-16.0% |
| Admin fee / account holder | $11,387 | $5,055+125.3% | $7,491+52.0% | $5,124+122.2% |