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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 | $124,962 | $95,453+30.9% | $112,040+11.5% | $82,448+51.6% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 14.46% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,738 | $2,318+18.1% | $2,954-7.3% | $2,551+7.3% |
| Participant deferral / active EE | $7,676 | $4,224+81.7% | $5,098+50.6% | $4,139+85.4% |
| Admin fee / account holder | $4,099 | $9,013-54.5% | $12,098-66.1% | $7,234-43.3% |