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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 | $122,685 | $106,864+14.8% | $147,318-16.7% | $82,637+48.5% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 18.77% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $5,316 | $3,417+55.6% | $4,593+15.7% | $2,552+108.3% |
| Participant deferral / active EE | $9,942 | $6,496+53.1% | $7,906+25.7% | $4,126+141.0% |
| Admin fee / account holder | $2,712 | $8,415-67.8% | $13,708-80.2% | $7,339-63.0% |