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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 | $119,776 | $77,472+54.6% | $100,415+19.3% | $80,959+47.9% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.1pp | 67.7%+19.0pp |
| Annual return | 18.02% | 37.26%-19.2pp | 49.47%-31.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,107 | $2,800+10.9% | $3,943-21.2% | $2,757+12.7% |
| Participant deferral / active EE | $11,799 | $6,818+73.1% | $8,091+45.8% | $4,300+174.4% |
| Admin fee / account holder | $9,640 | $5,885+63.8% | $7,906+21.9% | $6,925+39.2% |