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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 | $120,855 | $94,031+28.5% | $115,768+4.4% | $82,448+46.6% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.4%+21.0pp | 68.1%+27.3pp |
| Annual return | 22.15% | 20.61%+1.5pp | 100.46%-78.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,318 | $2,323-0.2% | $2,940-21.2% | $2,551-9.1% |
| Participant deferral / active EE | $5,552 | $3,972+39.8% | $4,917+12.9% | $4,139+34.1% |
| Admin fee / account holder | $10,848 | $10,249+5.8% | $12,439-12.8% | $7,234+50.0% |