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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 | $142,210 | $86,940+63.6% | $102,434+38.8% | $80,935+75.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 25.46% | 18.89%+6.6pp | 29.46%-4.0pp | 35.66%-10.2pp |
| Employer contribution / active EE | $3,111 | $2,370+31.3% | $3,023+2.9% | $2,757+12.9% |
| Participant deferral / active EE | $4,877 | $4,121+18.3% | $5,055-3.5% | $4,299+13.4% |
| Admin fee / account holder | $5,539 | $8,047-31.2% | $9,462-41.5% | $6,924-20.0% |