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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 | $132,617 | $67,602+96.2% | $82,312+61.1% | $70,126+89.1% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 21.55% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,983 | $1,755+13.0% | $2,428-18.3% | $2,343-15.3% |
| Participant deferral / active EE | $5,624 | $2,987+88.3% | $3,706+51.7% | $3,332+68.8% |
| Admin fee / account holder | $5,429 | $4,512+20.3% | $5,608-3.2% | $4,645+16.9% |