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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 | $109,197 | $77,460+41.0% | $100,378+8.8% | $80,925+34.9% |
| Participation rate | 94.4% | 76.9%+17.5pp | 81.5%+12.9pp | 67.7%+26.8pp |
| Annual return | 14.35% | 37.24%-22.9pp | 49.41%-35.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,249 | $2,801-19.7% | $3,942-42.9% | $2,756-18.4% |
| Participant deferral / active EE | $8,970 | $6,818+31.6% | $8,087+10.9% | $4,299+108.7% |
| Admin fee / account holder | $18,234 | $5,887+209.7% | $7,899+130.8% | $6,940+162.7% |