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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 | $124,362 | $79,955+55.5% | $98,461+26.3% | $75,173+65.4% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.2%+9.2pp | 67.2%+17.2pp |
| Annual return | 19.81% | 19.75%+0.1pp | 21.17%-1.4pp | 160.72%-140.9pp |
| Employer contribution / active EE | $3,394 | $2,264+49.9% | $3,049+11.3% | $2,671+27.1% |
| Participant deferral / active EE | $5,707 | $3,752+52.1% | $4,738+20.4% | $4,126+38.3% |
| Admin fee / account holder | $875 | $6,841-87.2% | $8,961-90.2% | $5,651-84.5% |