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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 | $77,472+40.9% | $100,415+8.7% | $80,959+34.9% |
| Participation rate | 94.4% | 76.9%+17.5pp | 81.5%+12.9pp | 67.7%+26.8pp |
| Annual return | 14.35% | 37.26%-22.9pp | 49.47%-35.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,249 | $2,800-19.7% | $3,943-42.9% | $2,757-18.4% |
| Participant deferral / active EE | $8,970 | $6,818+31.6% | $8,091+10.9% | $4,300+108.6% |
| Admin fee / account holder | $18,234 | $5,885+209.8% | $7,906+130.6% | $6,925+163.3% |