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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 | $119,050 | $77,472+53.7% | $100,415+18.6% | $80,959+47.0% |
| Participation rate | 97.5% | 76.9%+20.5pp | 81.5%+16.0pp | 67.7%+29.8pp |
| Annual return | 16.69% | 37.26%-20.6pp | 49.47%-32.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $5,760 | $2,800+105.7% | $3,943+46.1% | $2,757+108.9% |
| Participant deferral / active EE | $8,406 | $6,818+23.3% | $8,091+3.9% | $4,300+95.5% |
| Admin fee / account holder | $1,303 | $5,885-77.9% | $7,906-83.5% | $6,925-81.2% |