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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 | $144,119 | $97,648+47.6% | $121,663+18.5% | $87,485+64.7% |
| Participation rate | 93.1% | 70.5%+22.6pp | 74.5%+18.6pp | 68.9%+24.2pp |
| Annual return | 12.26% | 18.03%-5.8pp | 147.54%-135.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,100 | $2,300-52.2% | $3,020-63.6% | $2,596-57.6% |
| Participant deferral / active EE | $4,123 | $3,923+5.1% | $4,887-15.6% | $4,274-3.5% |
| Admin fee / account holder | $8,931 | $11,100-19.5% | $14,289-37.5% | $7,775+14.9% |