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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 | $110,969 | $77,460+43.3% | $100,378+10.6% | $80,925+37.1% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.7%+29.3pp |
| Annual return | 22.32% | 37.24%-14.9pp | 49.41%-27.1pp | 35.65%-13.3pp |
| Employer contribution / active EE | $3,243 | $2,801+15.8% | $3,942-17.7% | $2,756+17.7% |
| Participant deferral / active EE | $9,887 | $6,818+45.0% | $8,087+22.3% | $4,299+130.0% |
| Admin fee / account holder | $19,934 | $5,887+238.6% | $7,899+152.4% | $6,940+187.2% |