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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 | $123,868 | $73,988+67.4% | $96,538+28.3% | $75,177+64.8% |
| Participation rate | 85.4% | 66.4%+19.0pp | 74.3%+11.1pp | 67.2%+18.2pp |
| Annual return | 14.15% | 26.73%-12.6pp | 35.74%-21.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $3,710 | $2,930+26.6% | $3,740-0.8% | $2,671+38.9% |
| Participant deferral / active EE | $4,962 | $3,660+35.5% | $4,880+1.7% | $4,126+20.2% |
| Admin fee / account holder | $7,576 | $5,220+45.1% | $6,737+12.4% | $5,651+34.1% |