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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 | $117,757 | $73,988+59.2% | $96,538+22.0% | $75,177+56.6% |
| Participation rate | 97.8% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.6pp |
| Annual return | 23.78% | 26.73%-2.9pp | 35.74%-12.0pp | 160.75%-137.0pp |
| Employer contribution / active EE | $3,006 | $2,930+2.6% | $3,740-19.6% | $2,671+12.5% |
| Participant deferral / active EE | $7,468 | $3,660+104.0% | $4,880+53.0% | $4,126+81.0% |
| Admin fee / account holder | $6,434 | $5,220+23.3% | $6,737-4.5% | $5,651+13.9% |