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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 | $120,748 | $80,992+49.1% | $96,534+25.1% | $75,173+60.6% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 19.31% | 27.05%-7.7pp | 25.88%-6.6pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,584 | $2,283-30.6% | $2,965-46.6% | $2,671-40.7% |
| Participant deferral / active EE | $2,862 | $3,929-27.2% | $4,851-41.0% | $4,126-30.6% |
| Admin fee / account holder | $8,703 | $6,717+29.6% | $8,253+5.5% | $5,651+54.0% |