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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 | $105,177 | $64,359+63.4% | $90,161+16.7% | $70,126+50.0% |
| Participation rate | 95.8% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 16.03% | 28.13%-12.1pp | 34.89%-18.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,743 | $2,046+83.0% | $3,318+12.8% | $2,343+59.8% |
| Participant deferral / active EE | $8,587 | $4,389+95.7% | $5,287+62.4% | $3,332+157.7% |
| Admin fee / account holder | $1,286 | $3,945-67.4% | $5,943-78.4% | $4,645-72.3% |