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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 | $77,523+54.5% | $100,383+19.3% | $80,874+48.1% |
| Participation rate | 86.7% | 77.0%+9.7pp | 81.5%+5.2pp | 67.6%+19.0pp |
| Annual return | 18.02% | 37.21%-19.2pp | 49.26%-31.2pp | 35.62%-17.6pp |
| Employer contribution / active EE | $3,107 | $2,801+10.9% | $3,944-21.2% | $2,756+12.7% |
| Participant deferral / active EE | $11,799 | $6,822+73.0% | $8,086+45.9% | $4,297+174.6% |
| Admin fee / account holder | $9,640 | $5,899+63.4% | $7,900+22.0% | $6,935+39.0% |