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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 | $124,532 | $73,988+68.3% | $96,538+29.0% | $75,177+65.7% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 16.70% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $10,032 | $2,930+242.3% | $3,740+168.2% | $2,671+275.6% |
| Participant deferral / active EE | $5,631 | $3,660+53.8% | $4,880+15.4% | $4,126+36.5% |
| Admin fee / account holder | $5,110 | $5,220-2.1% | $6,737-24.2% | $5,651-9.6% |