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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 | $120,087 | $73,978+62.3% | $96,515+24.4% | $75,173+59.7% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 17.62% | 26.72%-9.1pp | 35.73%-18.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $4,659 | $2,931+59.0% | $3,740+24.6% | $2,671+74.4% |
| Participant deferral / active EE | $5,545 | $3,660+51.5% | $4,880+13.6% | $4,126+34.4% |
| Admin fee / account holder | $3,203 | $5,219-38.6% | $6,735-52.4% | $5,651-43.3% |