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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 | $130,271 | $98,776+31.9% | $149,745-13.0% | $79,856+63.1% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 15.02% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,984 | $3,217+23.8% | $4,646-14.2% | $2,471+61.2% |
| Participant deferral / active EE | $7,505 | $5,681+32.1% | $6,843+9.7% | $3,741+100.6% |
| Admin fee / account holder | $5,239 | $6,053-13.4% | $9,312-43.7% | $5,306-1.3% |