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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 | $108,032 | $78,520+37.6% | $96,576+11.9% | $82,448+31.0% |
| Participation rate | 94.4% | 77.7%+16.7pp | 81.4%+13.0pp | 68.1%+26.4pp |
| Annual return | 16.10% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,760 | $2,630+43.0% | $3,553+5.8% | $2,551+47.4% |
| Participant deferral / active EE | $8,692 | $6,754+28.7% | $7,956+9.2% | $4,139+110.0% |
| Admin fee / account holder | $5,403 | $13,455-59.8% | $11,381-52.5% | $7,234-25.3% |