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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 | $132,227 | $45,082+193.3% | $69,464+90.4% | $72,975+81.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 74.6%+23.9pp | 69.5%+29.1pp |
| Annual return | 19.35% | 22.66%-3.3pp | 28.98%-9.6pp | 81.01%-61.7pp |
| Employer contribution / active EE | $3,138 | $2,055+52.7% | $2,779+12.9% | $2,440+28.6% |
| Participant deferral / active EE | $5,414 | $2,604+107.9% | $3,536+53.1% | $3,608+50.1% |
| Admin fee / account holder | $5,070 | $3,057+65.8% | $3,840+32.0% | $5,124-1.1% |