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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 | $143,179 | $123,793+15.7% | $177,827-19.5% | $79,858+79.3% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.6pp | 69.6%+26.7pp |
| Annual return | 12.33% | 22.82%-10.5pp | 48.32%-36.0pp | 31.72%-19.4pp |
| Employer contribution / active EE | $5,348 | $4,095+30.6% | $5,918-9.6% | $2,471+116.5% |
| Participant deferral / active EE | $5,058 | $5,956-15.1% | $7,713-34.4% | $3,740+35.2% |
| Admin fee / account holder | $18,020 | $7,243+148.8% | $12,429+45.0% | $5,306+239.6% |