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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 | $116,919 | $72,486+61.3% | $87,103+34.2% | $72,976+60.2% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.2pp |
| Annual return | 19.48% | 24.46%-5.0pp | 28.19%-8.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $4,284 | $1,894+126.2% | $2,521+69.9% | $2,440+75.6% |
| Participant deferral / active EE | $2,570 | $3,270-21.4% | $4,049-36.5% | $3,608-28.8% |
| Admin fee / account holder | $1,784 | $5,055-64.7% | $7,491-76.2% | $5,124-65.2% |