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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 | $148,277 | $81,504+81.9% | $102,437+44.7% | $80,959+83.2% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 11.96% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,066 | $3,104-65.6% | $3,871-72.4% | $2,757-61.3% |
| Participant deferral / active EE | $9,500 | $3,871+145.4% | $5,060+87.7% | $4,300+120.9% |
| Admin fee / account holder | $10,966 | $6,719+63.2% | $8,388+30.7% | $6,925+58.4% |