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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 | $130,203 | $87,733+48.4% | $106,554+22.2% | $85,851+51.7% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 21.57% | 21.86%-0.3pp | 26.80%-5.2pp | 318.63%-297.1pp |
| Employer contribution / active EE | $3,175 | $2,073+53.1% | $2,819+12.6% | $2,565+23.7% |
| Participant deferral / active EE | $8,050 | $3,469+132.0% | $4,398+83.0% | $3,952+103.7% |
| Admin fee / account holder | $6,134 | $6,767-9.4% | $7,408-17.2% | $6,261-2.0% |