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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 | $133,569 | $86,938+53.6% | $102,423+30.4% | $80,925+65.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 12.67% | 18.89%-6.2pp | 29.42%-16.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,302 | $2,369+123.8% | $3,023+75.4% | $2,756+92.3% |
| Participant deferral / active EE | $4,849 | $4,120+17.7% | $5,054-4.1% | $4,299+12.8% |
| Admin fee / account holder | $26,892 | $8,053+234.0% | $9,455+184.4% | $6,940+287.5% |