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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 | $119,477 | $87,132+37.1% | $105,624+13.1% | $80,959+47.6% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 13.03% | 17.03%-4.0pp | 116.20%-103.2pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,778 | $2,397+15.9% | $3,168-12.3% | $2,757+0.7% |
| Participant deferral / active EE | $3,072 | $3,985-22.9% | $5,013-38.7% | $4,300-28.6% |
| Admin fee / account holder | $12,426 | $8,449+47.1% | $10,961+13.4% | $6,925+79.4% |