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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 | $119,459 | $76,551+56.1% | $123,894-3.6% | $62,881+90.0% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,377 | $2,882+17.2% | $4,617-26.9% | $2,281+48.1% |
| Participant deferral / active EE | $5,917 | $4,840+22.3% | $5,984-1.1% | $3,203+84.7% |
| Admin fee / account holder | $12,441 | $4,826+157.8% | $8,357+48.9% | $4,296+189.6% |