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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 | $118,460 | $75,541+56.8% | $152,093-22.1% | $82,637+43.3% |
| Participation rate | 96.7% | 66.5%+30.1pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 17.51% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $4,892 | $2,622+86.5% | $4,175+17.2% | $2,552+91.7% |
| Participant deferral / active EE | $4,400 | $3,206+37.3% | $5,451-19.3% | $4,126+6.6% |
| Admin fee / account holder | $5,527 | $6,405-13.7% | $14,497-61.9% | $7,339-24.7% |