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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 | $124,347 | $77,472+60.5% | $100,392+23.9% | $80,935+53.6% |
| Participation rate | 93.2% | 76.9%+16.2pp | 81.5%+11.7pp | 67.7%+25.5pp |
| Annual return | 15.08% | 37.26%-22.2pp | 49.45%-34.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,386 | $2,800+20.9% | $3,941-14.1% | $2,757+22.8% |
| Participant deferral / active EE | $8,302 | $6,818+21.8% | $8,090+2.6% | $4,299+93.1% |
| Admin fee / account holder | $921 | $5,885-84.4% | $7,904-88.4% | $6,924-86.7% |