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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 | $119,815 | $91,179+31.4% | $178,499-32.9% | $79,852+50.0% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 23.78% | 24.19%-0.4pp | 151.10%-127.3pp | 31.72%-7.9pp |
| Employer contribution / active EE | $5,200 | $3,256+59.7% | $5,011+3.8% | $2,471+110.4% |
| Participant deferral / active EE | $4,536 | $3,236+40.2% | $5,202-12.8% | $3,740+21.3% |
| Admin fee / account holder | $4,296 | $6,749-36.3% | $13,986-69.3% | $5,306-19.0% |