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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 | $114,340 | $101,763+12.4% | $164,866-30.6% | $80,874+41.4% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.6%+30.9pp |
| Annual return | 17.11% | 16.73%+0.4pp | 69.97%-52.9pp | 35.62%-18.5pp |
| Employer contribution / active EE | $4,334 | $2,954+46.7% | $4,343-0.2% | $2,756+57.3% |
| Participant deferral / active EE | $8,889 | $4,477+98.6% | $6,033+47.3% | $4,297+106.9% |
| Admin fee / account holder | $3,792 | $8,228-53.9% | $12,689-70.1% | $6,935-45.3% |