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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 | $77,472+43.2% | $100,392+10.5% | $80,935+37.1% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.7%+29.3pp |
| Annual return | 22.32% | 37.26%-14.9pp | 49.45%-27.1pp | 35.66%-13.3pp |
| Employer contribution / active EE | $3,243 | $2,800+15.8% | $3,941-17.7% | $2,757+17.7% |
| Participant deferral / active EE | $9,887 | $6,818+45.0% | $8,090+22.2% | $4,299+130.0% |
| Admin fee / account holder | $19,934 | $5,885+238.7% | $7,904+152.2% | $6,924+187.9% |