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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 | $140,934 | $95,453+47.6% | $112,040+25.8% | $82,448+70.9% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.5%+6.4pp | 68.1%+14.8pp |
| Annual return | 13.34% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,486 | $2,318-35.9% | $2,954-49.7% | $2,551-41.7% |
| Participant deferral / active EE | $12,281 | $4,224+190.8% | $5,098+140.9% | $4,139+196.7% |
| Admin fee / account holder | $10,305 | $9,013+14.3% | $12,098-14.8% | $7,234+42.4% |