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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 | $112,542 | $87,037+29.3% | $106,201+6.0% | $80,874+39.2% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.6%+29.3pp |
| Annual return | 19.57% | 17.05%+2.5pp | 116.26%-96.7pp | 35.62%-16.0pp |
| Employer contribution / active EE | $1,995 | $2,396-16.7% | $3,170-37.1% | $2,756-27.6% |
| Participant deferral / active EE | $5,796 | $3,986+45.4% | $5,012+15.6% | $4,297+34.9% |
| Admin fee / account holder | $13,880 | $8,434+64.6% | $11,039+25.7% | $6,935+100.1% |