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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 | $132,460 | $96,731+36.9% | $123,973+6.8% | $86,983+52.3% |
| Participation rate | 94.0% | 70.0%+24.0pp | 76.7%+17.3pp | 69.5%+24.5pp |
| Annual return | 16.29% | 17.33%-1.0pp | 388.13%-371.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $3,745 | $3,297+13.6% | $4,126-9.2% | $2,584+44.9% |
| Participant deferral / active EE | $7,158 | $4,152+72.4% | $5,247+36.4% | $4,194+70.7% |
| Admin fee / account holder | $3,158 | $8,722-63.8% | $11,799-73.2% | $7,856-59.8% |