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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 | $140,741 | $106,864+31.7% | $147,318-4.5% | $82,637+70.3% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 19.78% | 27.49%-7.7pp | 70.43%-50.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,085 | $3,417-68.3% | $4,593-76.4% | $2,552-57.5% |
| Participant deferral / active EE | $9,209 | $6,496+41.8% | $7,906+16.5% | $4,126+123.2% |
| Admin fee / account holder | $23,008 | $8,415+173.4% | $13,708+67.9% | $7,339+213.5% |