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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 | $103,169 | $81,262+27.0% | $155,602-33.7% | $80,911+27.5% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 14.60% | 33.34%-18.7pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,172 | $3,102-30.0% | $4,675-53.5% | $2,756-21.2% |
| Participant deferral / active EE | $7,613 | $3,451+120.6% | $5,629+35.3% | $4,297+77.2% |
| Admin fee / account holder | $20,129 | $7,992+151.9% | $15,923+26.4% | $6,935+190.3% |