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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 | $110,562 | $81,504+35.7% | $102,437+7.9% | $80,959+36.6% |
| Participation rate | 91.4% | 66.9%+24.6pp | 74.5%+16.9pp | 67.7%+23.8pp |
| Annual return | 25.05% | 25.60%-0.5pp | 24.95%+0.1pp | 35.67%-10.6pp |
| Employer contribution / active EE | $3,537 | $3,104+14.0% | $3,871-8.6% | $2,757+28.3% |
| Participant deferral / active EE | $8,559 | $3,871+121.1% | $5,060+69.1% | $4,300+99.0% |
| Admin fee / account holder | $48,564 | $6,719+622.7% | $8,388+479.0% | $6,925+601.2% |