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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 | $122,996 | $73,988+66.2% | $96,538+27.4% | $75,177+63.6% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 25.80% | 26.73%-0.9pp | 35.74%-9.9pp | 160.75%-135.0pp |
| Employer contribution / active EE | $2,799 | $2,930-4.5% | $3,740-25.2% | $2,671+4.8% |
| Participant deferral / active EE | $6,379 | $3,660+74.3% | $4,880+30.7% | $4,126+54.6% |
| Admin fee / account holder | $15,016 | $5,220+187.7% | $6,737+122.9% | $5,651+165.7% |