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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 | $97,550+33.2% | $120,344+8.0% | $87,485+48.5% |
| Participation rate | 96.4% | 72.8%+23.5pp | 76.7%+19.7pp | 68.9%+27.4pp |
| Annual return | 12.61% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,022 | $2,291+31.9% | $3,020+0.1% | $2,596+16.4% |
| Participant deferral / active EE | $8,742 | $4,230+106.7% | $5,135+70.2% | $4,274+104.6% |
| Admin fee / account holder | $12,886 | $9,543+35.0% | $12,742+1.1% | $7,775+65.7% |