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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 | $110,529 | $81,504+35.6% | $102,437+7.9% | $80,959+36.5% |
| Participation rate | 94.7% | 66.9%+27.8pp | 74.5%+20.2pp | 67.7%+27.0pp |
| Annual return | 11.01% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $6,134 | $3,104+97.6% | $3,871+58.5% | $2,757+122.5% |
| Participant deferral / active EE | $2,648 | $3,871-31.6% | $5,060-47.7% | $4,300-38.4% |
| Admin fee / account holder | $6,688 | $6,719-0.5% | $8,388-20.3% | $6,925-3.4% |