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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 | $93,190 | $79,961+16.5% | $98,462-5.4% | $75,177+24.0% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 21.69% | 19.75%+1.9pp | 21.17%+0.5pp | 160.75%-139.1pp |
| Employer contribution / active EE | $5,696 | $2,264+151.6% | $3,049+86.8% | $2,671+113.3% |
| Participant deferral / active EE | $13,519 | $3,753+260.3% | $4,738+185.3% | $4,126+227.6% |
| Admin fee / account holder | $12,611 | $6,842+84.3% | $8,875+42.1% | $5,651+123.1% |