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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 | $110,434 | $81,457+35.6% | $103,378+6.8% | $80,911+36.5% |
| Participation rate | 90.5% | 66.8%+23.6pp | 74.5%+16.0pp | 67.6%+22.8pp |
| Annual return | 11.29% | 25.58%-14.3pp | 24.91%-13.6pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,453 | $3,107+43.3% | $3,870+15.1% | $2,756+61.6% |
| Participant deferral / active EE | $6,537 | $3,871+68.9% | $5,058+29.3% | $4,297+52.1% |
| Admin fee / account holder | $23,084 | $6,717+243.7% | $8,401+174.8% | $6,935+232.9% |