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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 | $107,072 | $77,814+37.6% | $158,223-32.3% | $86,983+23.1% |
| Participation rate | 81.7% | 68.4%+13.3pp | 79.2%+2.5pp | 69.5%+12.1pp |
| Annual return | 15.32% | 30.54%-15.2pp | 52.09%-36.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,531 | $2,592-40.9% | $4,109-62.7% | $2,584-40.8% |
| Participant deferral / active EE | $6,170 | $3,270+88.7% | $5,467+12.9% | $4,194+47.1% |
| Admin fee / account holder | $16,471 | $5,879+180.2% | $16,047+2.6% | $7,856+109.7% |