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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 | $94,436+52.6% | $115,599+24.7% | $82,637+74.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.3%+18.8pp | 68.1%+25.0pp |
| Annual return | 12.26% | 18.37%-6.1pp | 111.10%-98.8pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,100 | $2,324-52.7% | $2,955-62.8% | $2,552-56.9% |
| Participant deferral / active EE | $4,123 | $3,955+4.3% | $4,889-15.7% | $4,126-0.1% |
| Admin fee / account holder | $8,931 | $10,328-13.5% | $12,841-30.4% | $7,339+21.7% |