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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 | $87,132+32.9% | $105,624+9.7% | $80,959+43.1% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.7%+29.6pp |
| Annual return | 19.69% | 17.03%+2.7pp | 116.20%-96.5pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,019 | $2,397-15.8% | $3,168-36.3% | $2,757-26.8% |
| Participant deferral / active EE | $4,273 | $3,985+7.2% | $5,013-14.8% | $4,300-0.6% |
| Admin fee / account holder | $35,028 | $8,449+314.6% | $10,961+219.6% | $6,925+405.8% |