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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 | $137,558 | $91,559+50.2% | $133,978+2.7% | $79,856+72.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 13.01% | 61.85%-48.8pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,194 | $2,384-7.9% | $3,919-44.0% | $2,471-11.2% |
| Participant deferral / active EE | $4,216 | $3,734+12.9% | $5,047-16.5% | $3,741+12.7% |
| Admin fee / account holder | $3,491 | $6,321-44.8% | $8,930-60.9% | $5,306-34.2% |