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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 | $119,986 | $80,983+48.2% | $96,544+24.3% | $75,177+59.6% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 17.98% | 27.05%-9.1pp | 25.88%-7.9pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,302 | $2,282+0.9% | $2,966-22.4% | $2,671-13.8% |
| Participant deferral / active EE | $4,749 | $3,929+20.9% | $4,851-2.1% | $4,126+15.1% |
| Admin fee / account holder | $2,057 | $6,717-69.4% | $8,254-75.1% | $5,651-63.6% |