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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 | $126,843 | $81,446+55.7% | $103,374+22.7% | $80,874+56.8% |
| Participation rate | 87.1% | 66.9%+20.2pp | 74.5%+12.6pp | 67.6%+19.4pp |
| Annual return | 15.00% | 25.57%-10.6pp | 24.89%-9.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,802 | $3,107+22.4% | $3,869-1.7% | $2,756+38.0% |
| Participant deferral / active EE | $10,971 | $3,870+183.5% | $5,058+116.9% | $4,297+155.3% |
| Admin fee / account holder | $10,647 | $6,715+58.6% | $8,394+26.8% | $6,935+53.5% |