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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 | $107,503 | $72,273+48.7% | $101,275+6.1% | $79,856+34.6% |
| Participation rate | 93.5% | 68.5%+25.0pp | 75.8%+17.7pp | 69.6%+23.8pp |
| Annual return | 18.95% | 22.30%-3.3pp | 46.48%-27.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $5,231 | $2,691+94.4% | $3,660+42.9% | $2,471+111.7% |
| Participant deferral / active EE | $5,051 | $3,282+53.9% | $4,371+15.6% | $3,741+35.0% |
| Admin fee / account holder | $884 | $4,401-79.9% | $5,948-85.1% | $5,306-83.3% |