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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 | $125,346 | $78,423+59.8% | $95,964+30.6% | $79,856+57.0% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 11.52% | 19.37%-7.9pp | 91.64%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,498 | $1,945+28.4% | $2,541-1.7% | $2,471+1.1% |
| Participant deferral / active EE | $6,840 | $3,440+98.8% | $4,167+64.2% | $3,741+82.9% |
| Admin fee / account holder | $36,686 | $5,622+552.6% | $6,797+439.7% | $5,306+591.3% |