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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 | $136,292 | $51,769+163.3% | $57,356+137.6% | $52,331+160.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 75.1%+18.3pp | 68.1%+25.2pp |
| Annual return | 35.88% | 2.43%+33.4pp | 24.41%+11.5pp | 4.54%+31.3pp |
| Employer contribution / active EE | $2,985 | $2,335+27.8% | $2,689+11.0% | $1,882+58.6% |
| Participant deferral / active EE | $2,459 | $2,794-12.0% | $3,162-22.2% | $3,022-18.7% |
| Admin fee / account holder | $4,157 | $295+1310.2% | $3,357+23.8% | $592+602.6% |