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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 | $105,978 | $77,472+36.8% | $100,392+5.6% | $80,935+30.9% |
| Participation rate | 84.4% | 76.9%+7.5pp | 81.5%+2.9pp | 67.7%+16.8pp |
| Annual return | 15.31% | 37.26%-22.0pp | 49.45%-34.1pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,885 | $2,800+74.4% | $3,941+23.9% | $2,757+77.2% |
| Participant deferral / active EE | $7,275 | $6,818+6.7% | $8,090-10.1% | $4,299+69.2% |
| Admin fee / account holder | $9,450 | $5,885+60.6% | $7,904+19.6% | $6,924+36.5% |