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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 | $131,313 | $95,453+37.6% | $112,040+17.2% | $82,448+59.3% |
| Participation rate | 89.7% | 72.8%+17.0pp | 76.5%+13.3pp | 68.1%+21.7pp |
| Annual return | 18.91% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $17,426 | $2,318+651.9% | $2,954+489.9% | $2,551+583.1% |
| Participant deferral / active EE | $3,370 | $4,224-20.2% | $5,098-33.9% | $4,139-18.6% |
| Admin fee / account holder | $5,410 | $9,013-40.0% | $12,098-55.3% | $7,234-25.2% |