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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 | $107,687 | $80,983+33.0% | $96,544+11.5% | $75,177+43.2% |
| Participation rate | 91.8% | 71.8%+20.0pp | 76.0%+15.8pp | 67.2%+24.6pp |
| Annual return | 25.49% | 27.05%-1.6pp | 25.88%-0.4pp | 160.75%-135.3pp |
| Employer contribution / active EE | $5,826 | $2,282+155.2% | $2,966+96.4% | $2,671+118.1% |
| Participant deferral / active EE | $3,400 | $3,929-13.5% | $4,851-29.9% | $4,126-17.6% |
| Admin fee / account holder | $3,183 | $6,717-52.6% | $8,254-61.4% | $5,651-43.7% |