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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 | $117,410 | $106,749+10.0% | $145,433-19.3% | $82,448+42.4% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 15.07% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,694 | $3,444+7.2% | $4,554-18.9% | $2,551+44.8% |
| Participant deferral / active EE | $8,313 | $6,519+27.5% | $7,897+5.3% | $4,139+100.8% |
| Admin fee / account holder | $18,143 | $8,390+116.2% | $13,129+38.2% | $7,234+150.8% |