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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 | $109,618 | $73,988+48.2% | $96,538+13.5% | $75,177+45.8% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.1pp |
| Annual return | 25.28% | 26.73%-1.4pp | 35.74%-10.5pp | 160.75%-135.5pp |
| Employer contribution / active EE | $4,955 | $2,930+69.1% | $3,740+32.5% | $2,671+85.5% |
| Participant deferral / active EE | $6,288 | $3,660+71.8% | $4,880+28.8% | $4,126+52.4% |
| Admin fee / account holder | $2,164 | $5,220-58.5% | $6,737-67.9% | $5,651-61.7% |