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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 | $101,562 | $67,606+50.2% | $82,313+23.4% | $70,131+44.8% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,343 | $1,755+90.5% | $2,428+37.7% | $2,342+42.7% |
| Participant deferral / active EE | $11,556 | $2,987+286.9% | $3,706+211.8% | $3,332+246.9% |
| Admin fee / account holder | $6,532 | $4,512+44.8% | $5,608+16.5% | $4,645+40.6% |