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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 | $114,087 | $79,961+42.7% | $98,462+15.9% | $75,177+51.8% |
| Participation rate | 91.8% | 70.4%+21.4pp | 75.2%+16.6pp | 67.2%+24.6pp |
| Annual return | 17.27% | 19.75%-2.5pp | 21.17%-3.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $5,776 | $2,264+155.1% | $3,049+89.5% | $2,671+116.2% |
| Participant deferral / active EE | $2,986 | $3,753-20.4% | $4,738-37.0% | $4,126-27.6% |
| Admin fee / account holder | $2,773 | $6,842-59.5% | $8,875-68.7% | $5,651-50.9% |