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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 | $127,830 | $77,638+64.6% | $156,551-18.3% | $62,881+103.3% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 11.84% | 50.33%-38.5pp | 32.23%-20.4pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,271 | $3,444-34.1% | $5,501-58.7% | $2,281-0.4% |
| Participant deferral / active EE | $4,696 | $3,046+54.2% | $4,871-3.6% | $3,203+46.6% |
| Admin fee / account holder | $5,568 | $5,561+0.1% | $13,028-57.3% | $4,296+29.6% |