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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 | $141,828 | $93,345+51.9% | $119,126+19.1% | $87,485+62.1% |
| Participation rate | 92.0% | 68.7%+23.3pp | 75.8%+16.2pp | 68.9%+23.1pp |
| Annual return | 17.49% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,893 | $3,172-40.3% | $4,034-53.1% | $2,596-27.1% |
| Participant deferral / active EE | $9,685 | $4,099+136.3% | $5,318+82.1% | $4,274+126.6% |
| Admin fee / account holder | $24,023 | $8,039+198.8% | $10,693+124.7% | $7,775+209.0% |