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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 | $87,059+37.2% | $105,608+13.1% | $80,925+47.6% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.7%+31.0pp |
| Annual return | 13.03% | 17.05%-4.0pp | 116.50%-103.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $2,778 | $2,396+15.9% | $3,167-12.3% | $2,756+0.8% |
| Participant deferral / active EE | $3,072 | $3,986-22.9% | $5,010-38.7% | $4,299-28.5% |
| Admin fee / account holder | $12,426 | $8,443+47.2% | $11,028+12.7% | $6,940+79.1% |