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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 | $141,881 | $95,453+48.6% | $112,040+26.6% | $82,448+72.1% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 15.16% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,799 | $2,318-22.4% | $2,954-39.1% | $2,551-29.5% |
| Participant deferral / active EE | $7,413 | $4,224+75.5% | $5,098+45.4% | $4,139+79.1% |
| Admin fee / account holder | $6,070 | $9,013-32.7% | $12,098-49.8% | $7,234-16.1% |