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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 | $81,331+26.8% | $155,534-33.7% | $80,935+27.5% |
| Participation rate | 90.6% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 14.60% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,172 | $3,105-30.0% | $4,675-53.5% | $2,757-21.2% |
| Participant deferral / active EE | $7,613 | $3,454+120.4% | $5,630+35.2% | $4,299+77.1% |
| Admin fee / account holder | $20,129 | $7,999+151.6% | $15,900+26.6% | $6,924+190.7% |