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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 | $125,262 | $71,230+75.9% | $93,727+33.6% | $80,959+54.7% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 16.38% | 11.26%+5.1pp | 133.83%-117.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,295 | $1,565+174.4% | $2,421+77.4% | $2,757+55.8% |
| Participant deferral / active EE | $7,693 | $4,037+90.5% | $4,417+74.2% | $4,300+78.9% |
| Admin fee / account holder | $5,051 | $6,961-27.4% | $8,292-39.1% | $6,925-27.1% |