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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 | $126,058 | $94,436+33.5% | $115,599+9.0% | $82,637+52.5% |
| Participation rate | 97.3% | 70.4%+26.9pp | 74.3%+23.0pp | 68.1%+29.2pp |
| Annual return | 17.72% | 18.37%-0.7pp | 111.10%-93.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $4,509 | $2,324+94.1% | $2,955+52.6% | $2,552+76.7% |
| Participant deferral / active EE | $5,482 | $3,955+38.6% | $4,889+12.1% | $4,126+32.9% |
| Admin fee / account holder | $1,688 | $10,328-83.7% | $12,841-86.9% | $7,339-77.0% |