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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 | $100,595 | $72,177+39.4% | $115,038-12.6% | $59,633+68.7% |
| Participation rate | 98.2% | 72.6%+25.7pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | 5.62% | 12.02%-6.4pp | 26.14%-20.5pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $5,007 | $2,841+76.2% | $4,608+8.7% | $2,203+127.3% |
| Participant deferral / active EE | $8,519 | $4,783+78.1% | $6,026+41.4% | $3,192+166.9% |
| Admin fee / account holder | $4,165 | $4,927-15.5% | $8,175-49.0% | $4,297-3.1% |