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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 | $119,781 | $86,294+38.8% | $111,303+7.6% | $85,856+39.5% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.66%-40.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $2,162 | $2,043+5.8% | $2,731-20.8% | $2,565-15.7% |
| Participant deferral / active EE | $4,863 | $3,641+33.6% | $4,487+8.4% | $3,952+23.1% |
| Admin fee / account holder | $5,092 | $8,189-37.8% | $7,966-36.1% | $6,261-18.7% |