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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 | $110,330 | $91,198+21.0% | $178,503-38.2% | $79,856+38.2% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 19.42% | 24.20%-4.8pp | 151.12%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $4,095 | $3,257+25.7% | $5,011-18.3% | $2,471+65.7% |
| Participant deferral / active EE | $5,986 | $3,237+84.9% | $5,202+15.1% | $3,741+60.0% |
| Admin fee / account holder | $2,370 | $6,748-64.9% | $13,987-83.1% | $5,306-55.3% |