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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 | $94,714 | $54,757+73.0% | $90,300+4.9% | $72,983+29.8% |
| Participation rate | 85.4% | 65.1%+20.2pp | 73.3%+12.1pp | 69.5%+15.9pp |
| Annual return | 20.23% | 30.63%-10.4pp | 78.11%-57.9pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,765 | $2,092+32.1% | $2,854-3.1% | $2,440+13.3% |
| Participant deferral / active EE | $5,020 | $2,887+73.9% | $3,884+29.2% | $3,608+39.1% |
| Admin fee / account holder | $11,146 | $3,972+180.6% | $5,353+108.2% | $5,124+117.5% |