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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 | $138,003 | $121,719+13.4% | $210,053-34.3% | $116,462+18.5% |
| Participation rate | 92.3% | 76.0%+16.3pp | 80.8%+11.5pp | 74.7%+17.6pp |
| Annual return | 14.05% | 14.29%-0.2pp | 232.76%-218.7pp | 15.65%-1.6pp |
| Employer contribution / active EE | $2,034 | $2,386-14.8% | $4,521-55.0% | $3,231-37.1% |
| Participant deferral / active EE | $6,050 | $3,917+54.5% | $4,238+42.8% | $3,836+57.7% |
| Admin fee / account holder | $2,665 | $13,730-80.6% | $16,990-84.3% | $12,754-79.1% |