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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 | $235,193 | $76,834+206.1% | $108,359+117.0% | $87,485+168.8% |
| Participation rate | 97.3% | 61.7%+35.6pp | 70.1%+27.2pp | 68.9%+28.4pp |
| Annual return | 15.20% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,123 | $1,556-27.8% | $2,399-53.2% | $2,596-56.7% |
| Participant deferral / active EE | $10,016 | $3,100+223.1% | $4,137+142.1% | $4,274+134.4% |
| Admin fee / account holder | $16,548 | $6,537+153.1% | $9,741+69.9% | $7,775+112.8% |