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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 | $152,657 | $86,298+76.9% | $111,308+37.1% | $85,847+77.8% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 13.05% | 19.99%-6.9pp | 54.67%-41.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $3,012 | $2,044+47.4% | $2,732+10.3% | $2,565+17.4% |
| Participant deferral / active EE | $9,081 | $3,641+149.4% | $4,487+102.4% | $3,952+129.8% |
| Admin fee / account holder | $2,913 | $8,189-64.4% | $7,965-63.4% | $6,261-53.5% |