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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 | $81,446+35.7% | $103,374+7.0% | $80,874+36.7% |
| Participation rate | 91.4% | 66.9%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 25.05% | 25.57%-0.5pp | 24.89%+0.2pp | 35.62%-10.6pp |
| Employer contribution / active EE | $3,537 | $3,107+13.8% | $3,869-8.6% | $2,756+28.4% |
| Participant deferral / active EE | $8,559 | $3,870+121.2% | $5,058+69.2% | $4,297+99.2% |
| Admin fee / account holder | $48,564 | $6,715+623.2% | $8,394+478.5% | $6,935+600.2% |