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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 | $129,637 | $94,031+37.9% | $115,768+12.0% | $82,448+57.2% |
| Participation rate | 94.0% | 70.4%+23.6pp | 74.4%+19.6pp | 68.1%+25.9pp |
| Annual return | 17.42% | 20.61%-3.2pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,425 | $2,323-38.6% | $2,940-51.5% | $2,551-44.1% |
| Participant deferral / active EE | $9,503 | $3,972+139.3% | $4,917+93.3% | $4,139+129.6% |
| Admin fee / account holder | $12,556 | $10,249+22.5% | $12,439+0.9% | $7,234+73.6% |