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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 | $114,076 | $78,428+45.5% | $95,960+18.9% | $79,852+42.9% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.6pp |
| Annual return | 15.12% | 19.37%-4.2pp | 91.63%-76.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,035 | $1,945+4.6% | $2,541-19.9% | $2,471-17.7% |
| Participant deferral / active EE | $4,694 | $3,440+36.4% | $4,167+12.6% | $3,740+25.5% |
| Admin fee / account holder | $2,783 | $5,622-50.5% | $6,797-59.1% | $5,306-47.5% |