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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 | $117,775 | $86,949+35.5% | $102,460+14.9% | $80,959+45.5% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | 14.47% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $3,316 | $2,370+39.9% | $3,025+9.6% | $2,757+20.3% |
| Participant deferral / active EE | $9,304 | $4,121+125.8% | $5,056+84.0% | $4,300+116.4% |
| Admin fee / account holder | $2,216 | $8,048-72.5% | $9,460-76.6% | $6,925-68.0% |