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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 | $116,092 | $77,814+49.2% | $158,223-26.6% | $86,983+33.5% |
| Participation rate | 94.8% | 68.4%+26.4pp | 79.2%+15.6pp | 69.5%+25.3pp |
| Annual return | 20.98% | 30.54%-9.6pp | 52.09%-31.1pp | 25.83%-4.9pp |
| Employer contribution / active EE | $5,510 | $2,592+112.6% | $4,109+34.1% | $2,584+113.2% |
| Participant deferral / active EE | $13,069 | $3,270+299.7% | $5,467+139.1% | $4,194+211.6% |
| Admin fee / account holder | $5,185 | $5,879-11.8% | $16,047-67.7% | $7,856-34.0% |