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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 | $120,716 | $95,453+26.5% | $112,040+7.7% | $82,448+46.4% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,095 | $2,318-52.7% | $2,954-62.9% | $2,551-57.1% |
| Participant deferral / active EE | $6,320 | $4,224+49.6% | $5,098+24.0% | $4,139+52.7% |
| Admin fee / account holder | $35,859 | $9,013+297.8% | $12,098+196.4% | $7,234+395.7% |