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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 | $144,764 | $78,423+84.6% | $95,964+50.9% | $79,856+81.3% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 15.84% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,121 | $1,945+9.0% | $2,541-16.5% | $2,471-14.2% |
| Participant deferral / active EE | $3,963 | $3,440+15.2% | $4,167-4.9% | $3,741+6.0% |
| Admin fee / account holder | $4,227 | $5,622-24.8% | $6,797-37.8% | $5,306-20.3% |