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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 | $123,185 | $80,992+52.1% | $96,534+27.6% | $75,173+63.9% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 26.50% | 27.05%-0.5pp | 25.88%+0.6pp | 160.72%-134.2pp |
| Employer contribution / active EE | $1,480 | $2,283-35.2% | $2,965-50.1% | $2,671-44.6% |
| Participant deferral / active EE | $7,071 | $3,929+80.0% | $4,851+45.8% | $4,126+71.4% |
| Admin fee / account holder | $13,599 | $6,717+102.5% | $8,253+64.8% | $5,651+140.7% |