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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 | $91,869 | $100,194-8.3% | $122,979-25.3% | $86,983+5.6% |
| Participation rate | 95.4% | 73.0%+22.4pp | 77.2%+18.2pp | 69.5%+25.8pp |
| Annual return | 51.75% | 16.47%+35.3pp | 20.12%+31.6pp | 25.83%+25.9pp |
| Employer contribution / active EE | $2,052 | $2,326-11.7% | $3,062-33.0% | $2,584-20.6% |
| Participant deferral / active EE | $5,562 | $4,133+34.6% | $5,003+11.2% | $4,194+32.6% |
| Admin fee / account holder | $20,439 | $10,148+101.4% | $12,864+58.9% | $7,856+160.2% |