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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 | $111,780 | $84,953+31.6% | $163,379-31.6% | $82,637+35.3% |
| Participation rate | 88.2% | 65.9%+22.3pp | 76.8%+11.4pp | 68.1%+20.2pp |
| Annual return | 16.57% | 23.07%-6.5pp | 63.41%-46.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $3,136 | $2,183+43.7% | $3,752-16.4% | $2,552+22.9% |
| Participant deferral / active EE | $7,562 | $4,326+74.8% | $6,282+20.4% | $4,126+83.3% |
| Admin fee / account holder | $27,600 | $7,921+248.4% | $9,818+181.1% | $7,339+276.1% |