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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 | $134,835 | $77,814+73.3% | $158,223-14.8% | $86,983+55.0% |
| Participation rate | 92.2% | 68.4%+23.7pp | 79.2%+13.0pp | 69.5%+22.6pp |
| Annual return | 14.83% | 30.54%-15.7pp | 52.09%-37.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $3,681 | $2,592+42.0% | $4,109-10.4% | $2,584+42.4% |
| Participant deferral / active EE | $6,919 | $3,270+111.6% | $5,467+26.6% | $4,194+65.0% |
| Admin fee / account holder | $20,731 | $5,879+252.6% | $16,047+29.2% | $7,856+163.9% |