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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 | $116,988 | $106,749+9.6% | $145,433-19.6% | $82,448+41.9% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 15.06% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,748 | $3,444+8.8% | $4,554-17.7% | $2,551+46.9% |
| Participant deferral / active EE | $7,237 | $6,519+11.0% | $7,897-8.4% | $4,139+74.8% |
| Admin fee / account holder | $12,333 | $8,390+47.0% | $13,129-6.1% | $7,234+70.5% |