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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 | $116,694 | $86,938+34.2% | $102,423+13.9% | $80,925+44.2% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 11.47% | 18.89%-7.4pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,212 | $2,369-6.7% | $3,023-26.8% | $2,756-19.8% |
| Participant deferral / active EE | $9,153 | $4,120+122.1% | $5,054+81.1% | $4,299+112.9% |
| Admin fee / account holder | $22,929 | $8,053+184.7% | $9,455+142.5% | $6,940+230.4% |