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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 | $179,201 | $114,712+56.2% | $173,730+3.1% | $87,485+104.8% |
| Participation rate | 89.8% | 73.0%+16.8pp | 79.6%+10.3pp | 68.9%+20.9pp |
| Annual return | 13.20% | 20.18%-7.0pp | 19.96%-6.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,313 | $2,904-54.8% | $4,577-71.3% | $2,596-49.4% |
| Participant deferral / active EE | $8,993 | $4,642+93.7% | $6,326+42.1% | $4,274+110.4% |
| Admin fee / account holder | $20,221 | $10,210+98.1% | $17,523+15.4% | $7,775+160.1% |