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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 | $114,883 | $77,472+48.3% | $100,415+14.4% | $80,959+41.9% |
| Participation rate | 91.1% | 76.9%+14.2pp | 81.5%+9.6pp | 67.7%+23.4pp |
| Annual return | 14.05% | 37.26%-23.2pp | 49.47%-35.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,124 | $2,800+11.6% | $3,943-20.8% | $2,757+13.3% |
| Participant deferral / active EE | $8,184 | $6,818+20.0% | $8,091+1.1% | $4,300+90.3% |
| Admin fee / account holder | $4,311 | $5,885-26.7% | $7,906-45.5% | $6,925-37.8% |