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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 | $143,053 | $117,895+21.3% | $102,460+39.6% | $145,897-1.9% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 11.81% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,124 | $3,619-41.3% | $3,025-29.8% | $4,663-54.5% |
| Participant deferral / active EE | $6,171 | $5,736+7.6% | $5,056+22.1% | $6,689-7.7% |
| Admin fee / account holder | $16,767 | $13,353+25.6% | $9,460+77.2% | $13,390+25.2% |