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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 | $133,397 | $106,749+25.0% | $145,433-8.3% | $82,448+61.8% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 20.30% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $4,092 | $3,444+18.8% | $4,554-10.2% | $2,551+60.4% |
| Participant deferral / active EE | $13,043 | $6,519+100.1% | $7,897+65.2% | $4,139+215.1% |
| Admin fee / account holder | $2,182 | $8,390-74.0% | $13,129-83.4% | $7,234-69.8% |