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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 | $110,875 | $72,486+53.0% | $87,103+27.3% | $72,976+51.9% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 20.40% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $3,007 | $1,894+58.8% | $2,521+19.3% | $2,440+23.3% |
| Participant deferral / active EE | $3,603 | $3,270+10.2% | $4,049-11.0% | $3,608-0.1% |
| Admin fee / account holder | $7,478 | $5,055+47.9% | $7,491-0.2% | $5,124+45.9% |