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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 | $155,523 | $101,778+52.8% | $164,975-5.7% | $80,925+92.2% |
| Participation rate | 96.7% | 71.8%+24.9pp | 78.6%+18.1pp | 67.7%+29.1pp |
| Annual return | 13.64% | 16.73%-3.1pp | 70.12%-56.5pp | 35.65%-22.0pp |
| Employer contribution / active EE | $4,938 | $2,954+67.2% | $4,343+13.7% | $2,756+79.1% |
| Participant deferral / active EE | $6,201 | $4,477+38.5% | $6,033+2.8% | $4,299+44.3% |
| Admin fee / account holder | $4,161 | $8,221-49.4% | $12,688-67.2% | $6,940-40.0% |