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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 | $115,640 | $50,554+128.7% | $67,681+70.9% | $87,485+32.2% |
| Participation rate | 96.8% | 67.7%+29.1pp | 73.7%+23.0pp | 68.9%+27.8pp |
| Annual return | 20.40% | 17.81%+2.6pp | 590.58%-570.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $4,910 | $1,988+146.9% | $2,678+83.3% | $2,596+89.1% |
| Participant deferral / active EE | $8,455 | $2,961+185.5% | $3,976+112.7% | $4,274+97.8% |
| Admin fee / account holder | $2,833 | $4,132-31.4% | $6,100-53.5% | $7,775-63.6% |