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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 | $104,235 | $91,559+13.8% | $133,978-22.2% | $79,856+30.5% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.2pp |
| Annual return | 13.35% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,263 | $2,384-5.1% | $3,919-42.3% | $2,471-8.4% |
| Participant deferral / active EE | $6,237 | $3,734+67.0% | $5,047+23.6% | $3,741+66.7% |
| Admin fee / account holder | $11,451 | $6,321+81.2% | $8,930+28.2% | $5,306+115.8% |