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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 | $120,542 | $79,961+50.7% | $98,462+22.4% | $75,177+60.3% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | 15.17% | 19.75%-4.6pp | 21.17%-6.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $3,030 | $2,264+33.8% | $3,049-0.6% | $2,671+13.4% |
| Participant deferral / active EE | $3,208 | $3,753-14.5% | $4,738-32.3% | $4,126-22.3% |
| Admin fee / account holder | $20,510 | $6,842+199.8% | $8,875+131.1% | $5,651+262.9% |