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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 | $141,186 | $94,699+49.1% | $185,441-23.9% | $65,306+116.2% |
| Participation rate | 99.0% | 64.2%+34.8pp | 80.3%+18.7pp | 57.7%+41.3pp |
| Annual return | 15.20% | 16.71%-1.5pp | 20.16%-5.0pp | 21.94%-6.7pp |
| Employer contribution / active EE | $3,007 | $2,381+26.3% | $4,672-35.6% | $1,967+52.9% |
| Participant deferral / active EE | $8,663 | $3,568+142.8% | $6,152+40.8% | $2,959+192.7% |
| Admin fee / account holder | $17,632 | $4,797+267.5% | $17,890-1.4% | $3,480+406.7% |