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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 | $121,652 | $89,652+35.7% | $141,191-13.8% | $65,185+86.6% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 23.97% | 32.79%-8.8pp | 71.41%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,262 | $3,065-26.2% | $4,736-52.2% | $2,177+3.9% |
| Participant deferral / active EE | $9,694 | $5,691+70.3% | $6,710+44.5% | $3,514+175.9% |
| Admin fee / account holder | $9,452 | $569+1562.5% | $10,264-7.9% | $847+1015.7% |