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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 | $113,359 | $77,492+46.3% | $100,398+12.9% | $80,911+40.1% |
| Participation rate | 84.5% | 76.9%+7.6pp | 81.5%+3.0pp | 67.6%+16.9pp |
| Annual return | 15.33% | 37.23%-21.9pp | 49.32%-34.0pp | 35.63%-20.3pp |
| Employer contribution / active EE | $4,187 | $2,800+49.5% | $3,946+6.1% | $2,756+51.9% |
| Participant deferral / active EE | $9,655 | $6,817+41.6% | $8,084+19.4% | $4,297+124.7% |
| Admin fee / account holder | $13,583 | $5,892+130.5% | $7,893+72.1% | $6,935+95.9% |