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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 | $121,558 | $84,236+44.3% | $170,435-28.7% | $70,126+73.3% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 19.61% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $3,412 | $3,387+0.7% | $5,432-37.2% | $2,343+45.7% |
| Participant deferral / active EE | $5,394 | $3,086+74.8% | $4,939+9.2% | $3,332+61.9% |
| Admin fee / account holder | $3,374 | $5,698-40.8% | $13,881-75.7% | $4,645-27.4% |