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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 | $119,384 | $201,372-40.7% | $184,260-35.2% | $145,884-18.2% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 11.72% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,611 | $7,024-48.6% | $6,427-43.8% | $4,662-22.5% |
| Participant deferral / active EE | $8,990 | $9,808-8.3% | $9,133-1.6% | $6,690+34.4% |
| Admin fee / account holder | $5,884 | $16,362-64.0% | $13,898-57.7% | $13,392-56.1% |