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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 | $167,475 | $95,453+75.5% | $112,040+49.5% | $82,448+103.1% |
| Participation rate | 92.9% | 72.8%+20.2pp | 76.5%+16.4pp | 68.1%+24.9pp |
| Annual return | 12.44% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,136 | $2,318-51.0% | $2,954-61.5% | $2,551-55.5% |
| Participant deferral / active EE | $6,244 | $4,224+47.8% | $5,098+22.5% | $4,139+50.9% |
| Admin fee / account holder | $17,830 | $9,013+97.8% | $12,098+47.4% | $7,234+146.5% |