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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 | $129,942 | $95,453+36.1% | $112,040+16.0% | $82,448+57.6% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.5%+19.9pp | 68.1%+28.3pp |
| Annual return | 12.61% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,022 | $2,318+30.4% | $2,954+2.3% | $2,551+18.5% |
| Participant deferral / active EE | $8,742 | $4,224+107.0% | $5,098+71.5% | $4,139+111.2% |
| Admin fee / account holder | $12,886 | $9,013+43.0% | $12,098+6.5% | $7,234+78.1% |