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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 | $163,035 | $106,749+52.7% | $145,433+12.1% | $82,448+97.7% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 18.43% | 27.59%-9.2pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,373 | $3,444-31.1% | $4,554-47.9% | $2,551-7.0% |
| Participant deferral / active EE | $9,681 | $6,519+48.5% | $7,897+22.6% | $4,139+133.9% |
| Admin fee / account holder | $1,579 | $8,390-81.2% | $13,129-88.0% | $7,234-78.2% |