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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 | $124,603 | $80,983+53.9% | $96,544+29.1% | $75,177+65.7% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 20.60% | 27.05%-6.4pp | 25.88%-5.3pp | 160.75%-140.1pp |
| Employer contribution / active EE | $5,269 | $2,282+130.8% | $2,966+77.6% | $2,671+97.3% |
| Participant deferral / active EE | $5,609 | $3,929+42.8% | $4,851+15.6% | $4,126+35.9% |
| Admin fee / account holder | $4,315 | $6,717-35.8% | $8,254-47.7% | $5,651-23.6% |