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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 | $141,543 | $95,404+48.4% | $113,397+24.8% | $82,637+71.3% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.0pp | 68.1%+25.4pp |
| Annual return | 15.94% | 19.08%-3.1pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,100 | $2,307+34.4% | $2,977+4.1% | $2,552+21.5% |
| Participant deferral / active EE | $7,060 | $4,220+67.3% | $5,076+39.1% | $4,126+71.1% |
| Admin fee / account holder | $25,088 | $9,168+173.6% | $11,957+109.8% | $7,339+241.8% |