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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 | $107,187 | $80,983+32.4% | $96,544+11.0% | $75,177+42.6% |
| Participation rate | 87.1% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.9pp |
| Annual return | 19.94% | 27.05%-7.1pp | 25.88%-5.9pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,959 | $2,282+29.7% | $2,966-0.2% | $2,671+10.8% |
| Participant deferral / active EE | $6,362 | $3,929+62.0% | $4,851+31.1% | $4,126+54.2% |
| Admin fee / account holder | $8,253 | $6,717+22.9% | $8,2540% | $5,651+46.0% |