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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 | $143,855 | $103,966+38.4% | $112,923+27.4% | $75,177+91.4% |
| Participation rate | 97.3% | 75.7%+21.6pp | 80.5%+16.8pp | 67.2%+30.1pp |
| Annual return | 13.99% | 24.54%-10.6pp | 34.13%-20.1pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,322 | $3,870-40.0% | $4,570-49.2% | $2,671-13.1% |
| Participant deferral / active EE | $8,994 | $5,456+64.9% | $6,520+37.9% | $4,126+118.0% |
| Admin fee / account holder | $17,808 | $7,663+132.4% | $7,046+152.7% | $5,651+215.1% |