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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 | $132,219 | $86,938+52.1% | $102,423+29.1% | $80,925+63.4% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 12.41% | 18.89%-6.5pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,593 | $2,369+51.7% | $3,023+18.9% | $2,756+30.4% |
| Participant deferral / active EE | $21,668 | $4,120+425.9% | $5,054+328.7% | $4,299+404.1% |
| Admin fee / account holder | $18,120 | $8,053+125.0% | $9,455+91.7% | $6,940+161.1% |