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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 | $113,576 | $86,938+30.6% | $102,423+10.9% | $80,925+40.3% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 21.93% | 18.89%+3.0pp | 29.42%-7.5pp | 35.65%-13.7pp |
| Employer contribution / active EE | $4,223 | $2,369+78.2% | $3,023+39.7% | $2,756+53.2% |
| Participant deferral / active EE | $8,386 | $4,120+103.5% | $5,054+65.9% | $4,299+95.1% |
| Admin fee / account holder | $24,572 | $8,053+205.2% | $9,455+159.9% | $6,940+254.1% |