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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 | $121,083 | $63,764+89.9% | $81,930+47.8% | $79,860+51.6% |
| Participation rate | 94.3% | 67.5%+26.8pp | 72.0%+22.3pp | 69.6%+24.7pp |
| Annual return | 15.41% | 22.66%-7.3pp | 29.49%-14.1pp | 31.72%-16.3pp |
| Employer contribution / active EE | $5,920 | $1,795+229.7% | $4,310+37.4% | $2,471+139.6% |
| Participant deferral / active EE | $4,964 | $2,780+78.5% | $7,107-30.2% | $3,740+32.7% |
| Admin fee / account holder | $5,230 | $4,426+18.1% | $5,158+1.4% | $5,306-1.4% |