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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 | $118,987 | $78,520+51.5% | $96,576+23.2% | $82,448+44.3% |
| Participation rate | 94.6% | 77.7%+16.9pp | 81.4%+13.2pp | 68.1%+26.6pp |
| Annual return | 18.45% | 41.30%-22.9pp | 38.47%-20.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,354 | $2,630+27.5% | $3,553-5.6% | $2,551+31.5% |
| Participant deferral / active EE | $8,224 | $6,754+21.8% | $7,956+3.4% | $4,139+98.7% |
| Admin fee / account holder | $4,036 | $13,455-70.0% | $11,381-64.5% | $7,234-44.2% |