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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 | $130,779 | $50,554+158.7% | $67,681+93.2% | $87,485+49.5% |
| Participation rate | 93.2% | 67.7%+25.5pp | 73.7%+19.5pp | 68.9%+24.3pp |
| Annual return | 14.14% | 17.81%-3.7pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,942 | $1,988-2.3% | $2,678-27.5% | $2,596-25.2% |
| Participant deferral / active EE | $5,493 | $2,961+85.5% | $3,976+38.2% | $4,274+28.5% |
| Admin fee / account holder | $4,396 | $4,132+6.4% | $6,100-27.9% | $7,775-43.5% |