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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 | $123,943 | $98,779+25.5% | $149,751-17.2% | $79,859+55.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 15.27% | 27.38%-12.1pp | 276.71%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,835 | $3,217+19.2% | $4,646-17.4% | $2,471+55.2% |
| Participant deferral / active EE | $10,618 | $5,682+86.9% | $6,843+55.2% | $3,741+183.8% |
| Admin fee / account holder | $4,675 | $6,053-22.8% | $9,312-49.8% | $5,307-11.9% |