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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 | $122,577 | $99,994+22.6% | $146,643-16.4% | $85,847+42.8% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 21.70% | 18.93%+2.8pp | 22.75%-1.0pp | 318.61%-296.9pp |
| Employer contribution / active EE | $2,212 | $2,559-13.6% | $4,137-46.5% | $2,565-13.8% |
| Participant deferral / active EE | $4,681 | $4,006+16.9% | $5,506-15.0% | $3,952+18.5% |
| Admin fee / account holder | $2,566 | $7,703-66.7% | $10,280-75.0% | $6,261-59.0% |