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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 | $132,388 | $101,778+30.1% | $164,975-19.8% | $80,925+63.6% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.4pp | 67.7%+29.4pp |
| Annual return | 17.51% | 16.73%+0.8pp | 70.12%-52.6pp | 35.65%-18.1pp |
| Employer contribution / active EE | $5,831 | $2,954+97.4% | $4,343+34.3% | $2,756+111.6% |
| Participant deferral / active EE | $5,640 | $4,477+26.0% | $6,033-6.5% | $4,299+31.2% |
| Admin fee / account holder | $1,830 | $8,221-77.7% | $12,688-85.6% | $6,940-73.6% |