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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 | $146,474 | $91,559+60.0% | $133,978+9.3% | $79,856+83.4% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 13.39% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,399 | $2,384+84.5% | $3,919+12.3% | $2,471+78.0% |
| Participant deferral / active EE | $4,088 | $3,734+9.5% | $5,047-19.0% | $3,741+9.3% |
| Admin fee / account holder | $2,011 | $6,321-68.2% | $8,930-77.5% | $5,306-62.1% |