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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 | $119,559 | $80,983+47.6% | $96,544+23.8% | $75,177+59.0% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.4pp |
| Annual return | 13.26% | 27.05%-13.8pp | 25.88%-12.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $4,154 | $2,282+82.0% | $2,966+40.0% | $2,671+55.5% |
| Participant deferral / active EE | $3,925 | $3,929-0.1% | $4,851-19.1% | $4,126-4.9% |
| Admin fee / account holder | $26,838 | $6,717+299.6% | $8,254+225.1% | $5,651+374.9% |