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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 | $128,333 | $89,370+43.6% | $141,197-9.1% | $72,976+75.9% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+28.9pp |
| Annual return | 22.01% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $3,069 | $3,115-1.5% | $4,736-35.2% | $2,440+25.8% |
| Participant deferral / active EE | $5,530 | $5,419+2.1% | $6,710-17.6% | $3,608+53.3% |
| Admin fee / account holder | $5,927 | $5,957-0.5% | $10,265-42.3% | $5,124+15.7% |