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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 | $115,225 | $100,970+14.1% | $96,576+19.3% | $137,256-16.1% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 16.96% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,955 | $3,809+56.3% | $3,553+67.6% | $4,156+43.3% |
| Participant deferral / active EE | $13,192 | $8,286+59.2% | $7,956+65.8% | $6,407+105.9% |
| Admin fee / account holder | $2,370 | $11,312-79.1% | $11,381-79.2% | $12,270-80.7% |