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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 | $182,309 | $87,106+109.3% | $105,607+72.6% | $80,935+125.3% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 15.63% | 17.01%-1.4pp | 116.11%-100.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,447 | $2,396-39.6% | $3,167-54.3% | $2,757-47.5% |
| Participant deferral / active EE | $5,074 | $3,986+27.3% | $5,011+1.2% | $4,299+18.0% |
| Admin fee / account holder | $7,904 | $8,447-6.4% | $10,958-27.9% | $6,924+14.1% |