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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 | $118,900 | $98,776+20.4% | $149,745-20.6% | $79,856+48.9% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 14.48% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,466 | $3,217+7.7% | $4,646-25.4% | $2,471+40.3% |
| Participant deferral / active EE | $7,338 | $5,681+29.2% | $6,843+7.2% | $3,741+96.2% |
| Admin fee / account holder | $2,923 | $6,053-51.7% | $9,312-68.6% | $5,306-44.9% |