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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 | $127,148 | $86,288+47.4% | $111,306+14.2% | $85,851+48.1% |
| Participation rate | 95.1% | 73.3%+21.7pp | 77.3%+17.8pp | 69.3%+25.8pp |
| Annual return | 17.46% | 19.99%-2.5pp | 54.67%-37.2pp | 318.63%-301.2pp |
| Employer contribution / active EE | $1,555 | $2,044-23.9% | $2,732-43.1% | $2,565-39.4% |
| Participant deferral / active EE | $6,322 | $3,641+73.6% | $4,488+40.9% | $3,952+60.0% |
| Admin fee / account holder | $7,343 | $8,189-10.3% | $7,966-7.8% | $6,261+17.3% |