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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 | $179,989 | $95,453+88.6% | $112,040+60.6% | $82,448+118.3% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 12.48% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,405 | $2,318+3.8% | $2,954-18.6% | $2,551-5.7% |
| Participant deferral / active EE | $6,944 | $4,224+64.4% | $5,098+36.2% | $4,139+67.8% |
| Admin fee / account holder | $29,956 | $9,013+232.3% | $12,098+147.6% | $7,234+314.1% |