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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 | $112,879 | $80,992+39.4% | $96,534+16.9% | $75,173+50.2% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.1pp |
| Annual return | 18.98% | 27.05%-8.1pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,447 | $2,283+51.0% | $2,965+16.3% | $2,671+29.1% |
| Participant deferral / active EE | $6,151 | $3,929+56.5% | $4,851+26.8% | $4,126+49.1% |
| Admin fee / account holder | $11,093 | $6,717+65.1% | $8,253+34.4% | $5,651+96.3% |