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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 | $103,218 | $72,273+42.8% | $101,275+1.9% | $79,856+29.3% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 12.32% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $7,517 | $2,691+179.3% | $3,660+105.4% | $2,471+204.2% |
| Participant deferral / active EE | $5,184 | $3,282+58.0% | $4,371+18.6% | $3,741+38.6% |
| Admin fee / account holder | $4,483 | $4,401+1.9% | $5,948-24.6% | $5,306-15.5% |