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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 | $158,519 | $86,288+83.7% | $111,306+42.4% | $85,851+84.6% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 15.09% | 19.99%-4.9pp | 54.67%-39.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $2,085 | $2,044+2.0% | $2,732-23.7% | $2,565-18.7% |
| Participant deferral / active EE | $5,169 | $3,641+42.0% | $4,488+15.2% | $3,952+30.8% |
| Admin fee / account holder | $2,112 | $8,189-74.2% | $7,966-73.5% | $6,261-66.3% |