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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 | $109,836 | $71,230+54.2% | $93,727+17.2% | $80,959+35.7% |
| Participation rate | 81.3% | 60.4%+20.9pp | 68.7%+12.5pp | 67.7%+13.6pp |
| Annual return | 14.01% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,102 | $1,565+34.3% | $2,421-13.2% | $2,757-23.8% |
| Participant deferral / active EE | $5,570 | $4,037+38.0% | $4,417+26.1% | $4,300+29.5% |
| Admin fee / account holder | $7,309 | $6,961+5.0% | $8,292-11.9% | $6,925+5.5% |