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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 | $126,773 | $78,682+61.1% | $109,188+16.1% | $85,851+47.7% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.7pp |
| Annual return | 14.12% | 25.09%-11.0pp | 25.76%-11.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $3,606 | $2,734+31.9% | $3,723-3.1% | $2,565+40.6% |
| Participant deferral / active EE | $7,671 | $3,468+121.2% | $4,654+64.8% | $3,952+94.1% |
| Admin fee / account holder | $4,603 | $5,470-15.8% | $6,755-31.9% | $6,261-26.5% |