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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 | $116,751 | $78,520+48.7% | $96,576+20.9% | $82,448+41.6% |
| Participation rate | 97.7% | 77.7%+20.0pp | 81.4%+16.3pp | 68.1%+29.7pp |
| Annual return | 17.69% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $6,162 | $2,630+134.3% | $3,553+73.4% | $2,551+141.6% |
| Participant deferral / active EE | $7,082 | $6,754+4.8% | $7,956-11.0% | $4,139+71.1% |
| Admin fee / account holder | $7,706 | $13,455-42.7% | $11,381-32.3% | $7,234+6.5% |