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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 | $124,718 | $80,985+54.0% | $96,576+29.1% | $75,181+65.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | 19.61% | 27.05%-7.4pp | 25.87%-6.3pp | 160.69%-141.1pp |
| Employer contribution / active EE | $4,048 | $2,282+77.3% | $2,965+36.5% | $2,671+51.6% |
| Participant deferral / active EE | $8,130 | $3,929+106.9% | $4,851+67.6% | $4,126+97.0% |
| Admin fee / account holder | $3,656 | $6,719-45.6% | $8,253-55.7% | $5,650-35.3% |