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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 | $86,922+30.7% | $102,438+10.9% | $80,874+40.4% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 21.93% | 18.90%+3.0pp | 29.37%-7.4pp | 35.62%-13.7pp |
| Employer contribution / active EE | $4,223 | $2,369+78.2% | $3,024+39.7% | $2,756+53.2% |
| Participant deferral / active EE | $8,386 | $4,119+103.6% | $5,054+65.9% | $4,297+95.2% |
| Admin fee / account holder | $24,572 | $8,050+205.3% | $9,448+160.1% | $6,935+254.3% |