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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 | $118,345 | $94,031+25.9% | $115,768+2.2% | $82,448+43.5% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.6pp | 68.1%+27.9pp |
| Annual return | 20.01% | 20.61%-0.6pp | 100.46%-80.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,891 | $2,323-18.6% | $2,940-35.7% | $2,551-25.9% |
| Participant deferral / active EE | $6,988 | $3,972+75.9% | $4,917+42.1% | $4,139+68.8% |
| Admin fee / account holder | $12,452 | $10,249+21.5% | $12,439+0.1% | $7,234+72.1% |