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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 | $128,056 | $81,358+57.4% | $155,556-17.7% | $80,959+58.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 25.23% | 33.39%-8.2pp | 64.84%-39.6pp | 35.67%-10.4pp |
| Employer contribution / active EE | $3,040 | $3,106-2.1% | $4,675-35.0% | $2,757+10.2% |
| Participant deferral / active EE | $6,919 | $3,455+100.2% | $5,631+22.9% | $4,300+60.9% |
| Admin fee / account holder | $12,656 | $7,994+58.3% | $15,885-20.3% | $6,925+82.8% |