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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 | $105,988 | $86,891+22.0% | $142,516-25.6% | $75,177+41.0% |
| Participation rate | 98.7% | 68.5%+30.2pp | 76.8%+22.0pp | 67.2%+31.5pp |
| Annual return | 16.56% | 23.31%-6.8pp | 20.03%-3.5pp | 160.75%-144.2pp |
| Employer contribution / active EE | $4,892 | $3,355+45.8% | $4,849+0.9% | $2,671+83.2% |
| Participant deferral / active EE | $6,369 | $4,938+29.0% | $6,280+1.4% | $4,126+54.3% |
| Admin fee / account holder | $12,778 | $7,299+75.1% | $10,008+27.7% | $5,651+126.1% |