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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 | $144,815 | $106,864+35.5% | $147,318-1.7% | $82,637+75.2% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 16.19% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,077 | $3,417-10.0% | $4,593-33.0% | $2,552+20.6% |
| Participant deferral / active EE | $12,304 | $6,496+89.4% | $7,906+55.6% | $4,126+198.2% |
| Admin fee / account holder | $20,913 | $8,415+148.5% | $13,708+52.6% | $7,339+185.0% |