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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 | $115,825 | $87,037+33.1% | $106,201+9.1% | $80,874+43.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.6%+29.7pp |
| Annual return | 19.69% | 17.05%+2.6pp | 116.26%-96.6pp | 35.62%-15.9pp |
| Employer contribution / active EE | $2,019 | $2,396-15.7% | $3,170-36.3% | $2,756-26.7% |
| Participant deferral / active EE | $4,273 | $3,986+7.2% | $5,012-14.7% | $4,297-0.6% |
| Admin fee / account holder | $35,028 | $8,434+315.3% | $11,039+217.3% | $6,935+405.1% |