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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 | $133,322 | $81,476+63.6% | $102,383+30.2% | $80,925+64.7% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 20.29% | 25.59%-5.3pp | 24.94%-4.6pp | 35.65%-15.4pp |
| Employer contribution / active EE | $2,004 | $3,105-35.5% | $3,870-48.2% | $2,756-27.3% |
| Participant deferral / active EE | $5,098 | $3,871+31.7% | $5,060+0.8% | $4,299+18.6% |
| Admin fee / account holder | $2,374 | $6,717-64.7% | $8,391-71.7% | $6,940-65.8% |