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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 | $134,300 | $86,940+54.5% | $102,434+31.1% | $80,935+65.9% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 11.23% | 18.89%-7.7pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $3,054 | $2,370+28.9% | $3,023+1.0% | $2,757+10.8% |
| Participant deferral / active EE | $6,866 | $4,121+66.6% | $5,055+35.8% | $4,299+59.7% |
| Admin fee / account holder | $5,913 | $8,047-26.5% | $9,462-37.5% | $6,924-14.6% |