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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 | $120,505 | $81,276+48.3% | $155,574-22.5% | $80,925+48.9% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 28.74% | 33.36%-4.6pp | 64.87%-36.1pp | 35.65%-6.9pp |
| Employer contribution / active EE | $3,743 | $3,103+20.6% | $4,676-20.0% | $2,756+35.8% |
| Participant deferral / active EE | $4,165 | $3,453+20.6% | $5,629-26.0% | $4,299-3.1% |
| Admin fee / account holder | $4,817 | $7,993-39.7% | $15,914-69.7% | $6,940-30.6% |