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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 | $127,797 | $72,273+76.8% | $101,275+26.2% | $79,856+60.0% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 15.42% | 22.30%-6.9pp | 46.48%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,299 | $2,691+22.6% | $3,660-9.9% | $2,471+33.5% |
| Participant deferral / active EE | $5,974 | $3,282+82.0% | $4,371+36.7% | $3,741+59.7% |
| Admin fee / account holder | $15,365 | $4,401+249.1% | $5,948+158.3% | $5,306+189.6% |