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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 | $113,714 | $80,983+40.4% | $96,544+17.8% | $75,177+51.3% |
| Participation rate | 96.7% | 71.8%+24.9pp | 76.0%+20.7pp | 67.2%+29.5pp |
| Annual return | 14.30% | 27.05%-12.8pp | 25.88%-11.6pp | 160.75%-146.4pp |
| Employer contribution / active EE | $3,237 | $2,282+41.8% | $2,966+9.1% | $2,671+21.2% |
| Participant deferral / active EE | $5,829 | $3,929+48.4% | $4,851+20.2% | $4,126+41.3% |
| Admin fee / account holder | $18,372 | $6,717+173.5% | $8,254+122.6% | $5,651+225.1% |