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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 | $118,598 | $86,288+37.4% | $111,306+6.6% | $85,851+38.1% |
| Participation rate | 91.4% | 73.3%+18.0pp | 77.3%+14.0pp | 69.3%+22.0pp |
| Annual return | 20.61% | 19.99%+0.6pp | 54.67%-34.1pp | 318.63%-298.0pp |
| Employer contribution / active EE | $2,211 | $2,044+8.2% | $2,732-19.1% | $2,565-13.8% |
| Participant deferral / active EE | $5,701 | $3,641+56.6% | $4,488+27.0% | $3,952+44.2% |
| Admin fee / account holder | $1,493 | $8,189-81.8% | $7,966-81.3% | $6,261-76.2% |