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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 | $129,082 | $57,590+124.1% | $86,233+49.7% | $82,448+56.6% |
| Participation rate | 93.5% | 57.9%+35.7pp | 69.0%+24.5pp | 68.1%+25.5pp |
| Annual return | 13.89% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,444 | $1,655+47.7% | $2,504-2.4% | $2,551-4.2% |
| Participant deferral / active EE | $8,605 | $3,080+179.4% | $4,559+88.8% | $4,139+107.9% |
| Admin fee / account holder | $19,726 | $4,730+317.0% | $8,342+136.5% | $7,234+172.7% |