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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 | $110,109 | $67,602+62.9% | $82,312+33.8% | $70,126+57.0% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 16.52% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,246 | $1,755+28.0% | $2,428-7.5% | $2,343-4.1% |
| Participant deferral / active EE | $5,950 | $2,987+99.2% | $3,706+60.5% | $3,332+78.6% |
| Admin fee / account holder | $6,192 | $4,512+37.3% | $5,608+10.4% | $4,645+33.3% |