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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 | $172,762 | $94,031+83.7% | $115,768+49.2% | $82,448+109.5% |
| Participation rate | 97.2% | 70.4%+26.8pp | 74.4%+22.8pp | 68.1%+29.1pp |
| Annual return | 16.43% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,736 | $2,323-25.3% | $2,940-40.9% | $2,551-31.9% |
| Participant deferral / active EE | $5,705 | $3,972+43.6% | $4,917+16.0% | $4,139+37.8% |
| Admin fee / account holder | $28,404 | $10,249+177.1% | $12,439+128.3% | $7,234+292.6% |