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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 | $143,113 | $94,031+52.2% | $115,768+23.6% | $82,448+73.6% |
| Participation rate | 77.6% | 70.4%+7.1pp | 74.4%+3.2pp | 68.1%+9.5pp |
| Annual return | 14.93% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,837 | $2,323-20.9% | $2,940-37.5% | $2,551-28.0% |
| Participant deferral / active EE | $3,872 | $3,972-2.5% | $4,917-21.3% | $4,139-6.5% |
| Admin fee / account holder | $9,655 | $10,249-5.8% | $12,439-22.4% | $7,234+33.5% |