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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 | $87,106+29.2% | $105,607+6.6% | $80,935+39.1% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.7%+29.2pp |
| Annual return | 19.57% | 17.01%+2.6pp | 116.11%-96.5pp | 35.66%-16.1pp |
| Employer contribution / active EE | $1,995 | $2,396-16.8% | $3,167-37.0% | $2,757-27.6% |
| Participant deferral / active EE | $5,796 | $3,986+45.4% | $5,011+15.7% | $4,299+34.8% |
| Admin fee / account holder | $13,880 | $8,447+64.3% | $10,958+26.7% | $6,924+100.4% |