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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 | $124,511 | $94,031+32.4% | $115,768+7.6% | $82,448+51.0% |
| Participation rate | 98.3% | 70.4%+27.9pp | 74.4%+23.9pp | 68.1%+30.2pp |
| Annual return | 14.48% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,501 | $2,323+7.7% | $2,940-14.9% | $2,551-1.9% |
| Participant deferral / active EE | $4,033 | $3,972+1.5% | $4,917-18.0% | $4,139-2.6% |
| Admin fee / account holder | $4,046 | $10,249-60.5% | $12,439-67.5% | $7,234-44.1% |