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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 | $118,936 | $104,098+14.3% | $140,514-15.4% | $94,015+26.5% |
| Participation rate | 88.7% | 73.7%+15.0pp | 77.8%+10.9pp | 70.8%+17.9pp |
| Annual return | 12.65% | 15.14%-2.5pp | 14.36%-1.7pp | 17.84%-5.2pp |
| Employer contribution / active EE | $659 | $2,388-72.4% | $3,378-80.5% | $2,790-76.4% |
| Participant deferral / active EE | $5,099 | $4,033+26.4% | $4,919+3.7% | $4,249+20.0% |
| Admin fee / account holder | $11,393 | $10,439+9.1% | $13,697-16.8% | $8,951+27.3% |