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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 | $166,503 | $94,436+76.3% | $115,599+44.0% | $82,637+101.5% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.3%+24.3pp | 68.1%+30.6pp |
| Annual return | 13.68% | 18.37%-4.7pp | 111.10%-97.4pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,114 | $2,324-9.0% | $2,955-28.5% | $2,552-17.2% |
| Participant deferral / active EE | $4,812 | $3,955+21.7% | $4,889-1.6% | $4,126+16.6% |
| Admin fee / account holder | $14,014 | $10,328+35.7% | $12,841+9.1% | $7,339+91.0% |