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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 | $111,977 | $76,371+46.6% | $93,621+19.6% | $72,976+53.4% |
| Participation rate | 87.9% | 71.8%+16.1pp | 75.8%+12.0pp | 69.5%+18.4pp |
| Annual return | 26.38% | 25.82%+0.6pp | 32.76%-6.4pp | 81.02%-54.6pp |
| Employer contribution / active EE | $3,429 | $2,276+50.7% | $2,719+26.1% | $2,440+40.5% |
| Participant deferral / active EE | $7,123 | $3,538+101.3% | $4,070+75.0% | $3,608+97.4% |
| Admin fee / account holder | $408 | $6,839-94.0% | $7,890-94.8% | $5,124-92.0% |