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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 | $77,460+48.3% | $100,378+14.5% | $80,925+42.0% |
| Participation rate | 91.1% | 76.9%+14.2pp | 81.5%+9.6pp | 67.7%+23.5pp |
| Annual return | 14.05% | 37.24%-23.2pp | 49.41%-35.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,124 | $2,801+11.5% | $3,942-20.7% | $2,756+13.4% |
| Participant deferral / active EE | $8,184 | $6,818+20.0% | $8,087+1.2% | $4,299+90.4% |
| Admin fee / account holder | $4,311 | $5,887-26.8% | $7,899-45.4% | $6,940-37.9% |