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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 | $125,960 | $80,992+55.5% | $96,534+30.5% | $75,173+67.6% |
| Participation rate | 98.7% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.5pp |
| Annual return | 21.59% | 27.05%-5.5pp | 25.88%-4.3pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,137 | $2,283-6.4% | $2,965-27.9% | $2,671-20.0% |
| Participant deferral / active EE | $4,372 | $3,929+11.3% | $4,851-9.9% | $4,126+6.0% |
| Admin fee / account holder | $6,478 | $6,717-3.6% | $8,253-21.5% | $5,651+14.7% |