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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 | $118,315 | $102,828+15.1% | $105,387+12.3% | $152,909-22.6% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.6%+5.7pp | 82.5%+5.8pp |
| Annual return | 22.25% | 20.85%+1.4pp | 26.82%-4.6pp | 345.46%-323.2pp |
| Employer contribution / active EE | $4,663 | $4,473+4.3% | $4,213+10.7% | $4,764-2.1% |
| Participant deferral / active EE | $4,912 | $5,465-10.1% | $5,502-10.7% | $5,851-16.1% |
| Admin fee / account holder | $13,316 | $8,683+53.4% | $6,559+103.0% | $11,601+14.8% |