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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 | $114,728 | $90,745+26.4% | $130,231-11.9% | $75,173+52.6% |
| Participation rate | 87.9% | 71.1%+16.8pp | 76.3%+11.6pp | 67.2%+20.7pp |
| Annual return | 22.49% | 34.45%-12.0pp | 38.86%-16.4pp | 160.72%-138.2pp |
| Employer contribution / active EE | $5,750 | $3,314+73.5% | $4,126+39.4% | $2,671+115.3% |
| Participant deferral / active EE | $10,257 | $5,362+91.3% | $6,799+50.9% | $4,126+148.6% |
| Admin fee / account holder | $867 | $6,331-86.3% | $6,020-85.6% | $5,651-84.7% |