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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 | $119,776 | $77,460+54.6% | $100,378+19.3% | $80,925+48.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.7%+19.0pp |
| Annual return | 18.02% | 37.24%-19.2pp | 49.41%-31.4pp | 35.65%-17.6pp |
| Employer contribution / active EE | $3,107 | $2,801+10.9% | $3,942-21.2% | $2,756+12.7% |
| Participant deferral / active EE | $11,799 | $6,818+73.0% | $8,087+45.9% | $4,299+174.5% |
| Admin fee / account holder | $9,640 | $5,887+63.7% | $7,899+22.0% | $6,940+38.9% |