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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 | $56,237 | $48,076+17.0% | $78,690-28.5% | $62,891-10.6% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.1pp | 69.3%+29.3pp |
| Annual return | 8.23% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,841 | $2,015+140.3% | $2,851+69.8% | $2,281+112.2% |
| Participant deferral / active EE | $5,499 | $2,588+112.5% | $3,517+56.4% | $3,203+71.7% |
| Admin fee / account holder | $5,175 | $3,207+61.3% | $4,511+14.7% | $4,296+20.5% |