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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 | $140,169 | $108,825+28.8% | $156,181-10.3% | $82,448+70.0% |
| Participation rate | 98.8% | 72.4%+26.4pp | 78.8%+19.9pp | 68.1%+30.7pp |
| Annual return | 16.21% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,113 | $2,870-61.2% | $4,294-74.1% | $2,551-56.4% |
| Participant deferral / active EE | $5,958 | $4,577+30.2% | $6,132-2.8% | $4,139+43.9% |
| Admin fee / account holder | $11,837 | $9,341+26.7% | $14,586-18.8% | $7,234+63.6% |