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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 | $109,235 | $76,371+43.0% | $93,621+16.7% | $72,976+49.7% |
| Participation rate | 95.1% | 71.8%+23.3pp | 75.8%+19.2pp | 69.5%+25.6pp |
| Annual return | 26.10% | 25.82%+0.3pp | 32.76%-6.7pp | 81.02%-54.9pp |
| Employer contribution / active EE | $3,192 | $2,276+40.3% | $2,719+17.4% | $2,440+30.8% |
| Participant deferral / active EE | $5,726 | $3,538+61.8% | $4,070+40.7% | $3,608+58.7% |
| Admin fee / account holder | $11,006 | $6,839+60.9% | $7,890+39.5% | $5,124+114.8% |