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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 | $119,076 | $58,099+105.0% | $76,902+54.8% | $75,177+58.4% |
| Participation rate | 98.3% | 63.9%+34.4pp | 69.6%+28.7pp | 67.2%+31.1pp |
| Annual return | 15.95% | 26.71%-10.8pp | 37.91%-22.0pp | 160.75%-144.8pp |
| Employer contribution / active EE | $5,256 | $1,996+163.4% | $2,534+107.4% | $2,671+96.8% |
| Participant deferral / active EE | $5,197 | $2,999+73.3% | $3,833+35.6% | $4,126+26.0% |
| Admin fee / account holder | $6,690 | $4,778+40.0% | $5,479+22.1% | $5,651+18.4% |