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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 | $118,417 | $86,298+37.2% | $111,308+6.4% | $85,847+37.9% |
| Participation rate | 90.2% | 73.3%+16.9pp | 77.3%+12.9pp | 69.3%+20.9pp |
| Annual return | 20.60% | 19.99%+0.6pp | 54.67%-34.1pp | 318.61%-298.0pp |
| Employer contribution / active EE | $1,463 | $2,044-28.4% | $2,732-46.4% | $2,565-43.0% |
| Participant deferral / active EE | $3,847 | $3,641+5.7% | $4,487-14.3% | $3,952-2.7% |
| Admin fee / account holder | $25,493 | $8,189+211.3% | $7,965+220.1% | $6,261+307.2% |