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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 | $131,690 | $63,082+108.8% | $81,726+61.1% | $79,856+64.9% |
| Participation rate | 97.4% | 67.5%+29.9pp | 72.0%+25.4pp | 69.6%+27.8pp |
| Annual return | 15.14% | 22.66%-7.5pp | 29.49%-14.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,915 | $1,795+118.1% | $4,311-9.2% | $2,471+58.4% |
| Participant deferral / active EE | $4,427 | $2,780+59.2% | $7,108-37.7% | $3,741+18.4% |
| Admin fee / account holder | $4,085 | $4,428-7.8% | $5,160-20.8% | $5,306-23.0% |