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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 | $125,402 | $95,453+31.4% | $112,040+11.9% | $82,448+52.1% |
| Participation rate | 98.2% | 72.8%+25.5pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 13.89% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,275 | $2,318+170.8% | $2,954+112.4% | $2,551+146.0% |
| Participant deferral / active EE | $4,824 | $4,224+14.2% | $5,098-5.4% | $4,139+16.6% |
| Admin fee / account holder | $2,639 | $9,013-70.7% | $12,098-78.2% | $7,234-63.5% |