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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 | $115,460 | $79,955+44.4% | $98,461+17.3% | $75,173+53.6% |
| Participation rate | 98.3% | 70.4%+28.0pp | 75.2%+23.2pp | 67.2%+31.1pp |
| Annual return | 18.04% | 19.75%-1.7pp | 21.17%-3.1pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,703 | $2,264+19.4% | $3,049-11.3% | $2,671+1.2% |
| Participant deferral / active EE | $2,066 | $3,752-45.0% | $4,738-56.4% | $4,126-49.9% |
| Admin fee / account holder | $7,013 | $6,841+2.5% | $8,961-21.7% | $5,651+24.1% |