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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 | $120,101 | $73,988+62.3% | $96,538+24.4% | $75,177+59.8% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.5pp |
| Annual return | 17.54% | 26.73%-9.2pp | 35.74%-18.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $8,797 | $2,930+200.2% | $3,740+135.2% | $2,671+229.3% |
| Participant deferral / active EE | $2,408 | $3,660-34.2% | $4,880-50.7% | $4,126-41.7% |
| Admin fee / account holder | $8,016 | $5,220+53.6% | $6,737+19.0% | $5,651+41.8% |