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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 | $134,859 | $79,955+68.7% | $98,461+37.0% | $75,173+79.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 14.45% | 19.75%-5.3pp | 21.17%-6.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,331 | $2,264+2.9% | $3,049-23.5% | $2,671-12.7% |
| Participant deferral / active EE | $7,728 | $3,752+105.9% | $4,738+63.1% | $4,126+87.3% |
| Admin fee / account holder | $10,594 | $6,841+54.9% | $8,961+18.2% | $5,651+87.5% |