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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 | $121,653 | $94,031+29.4% | $115,768+5.1% | $82,448+47.6% |
| Participation rate | 88.2% | 70.4%+17.7pp | 74.4%+13.8pp | 68.1%+20.1pp |
| Annual return | 20.38% | 20.61%-0.2pp | 100.46%-80.1pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,997 | $2,323-14.0% | $2,940-32.1% | $2,551-21.7% |
| Participant deferral / active EE | $5,844 | $3,972+47.1% | $4,917+18.9% | $4,139+41.2% |
| Admin fee / account holder | $4,040 | $10,249-60.6% | $12,439-67.5% | $7,234-44.2% |