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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 | $110,034 | $84,233+30.6% | $170,436-35.4% | $70,131+56.9% |
| Participation rate | 97.5% | 70.8%+26.6pp | 83.6%+13.9pp | 69.5%+27.9pp |
| Annual return | 20.99% | 23.06%-2.1pp | 205.94%-184.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $5,423 | $3,387+60.1% | $5,433-0.2% | $2,342+131.5% |
| Participant deferral / active EE | $2,320 | $3,086-24.8% | $4,939-53.0% | $3,332-30.4% |
| Admin fee / account holder | $5,437 | $5,698-4.6% | $13,880-60.8% | $4,645+17.0% |