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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 | $137,784 | $95,453+44.3% | $112,040+23.0% | $82,448+67.1% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.5%+18.7pp | 68.1%+27.1pp |
| Annual return | 13.36% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,558 | $2,318+10.4% | $2,954-13.4% | $2,551+0.3% |
| Participant deferral / active EE | $7,383 | $4,224+74.8% | $5,098+44.8% | $4,139+78.4% |
| Admin fee / account holder | $24,298 | $9,013+169.6% | $12,098+100.8% | $7,234+235.9% |