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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 | $137,454 | $67,606+103.3% | $82,313+67.0% | $70,124+96.0% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 15.04% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $399 | $1,755-77.3% | $2,428-83.6% | $2,342-83.0% |
| Participant deferral / active EE | $3,845 | $2,987+28.7% | $3,706+3.8% | $3,332+15.4% |
| Admin fee / account holder | $9,738 | $4,512+115.8% | $5,608+73.6% | $4,645+109.6% |