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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 | $106,864+9.5% | $147,318-20.6% | $82,637+41.6% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 15.06% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,748 | $3,417+9.7% | $4,593-18.4% | $2,552+46.9% |
| Participant deferral / active EE | $7,237 | $6,496+11.4% | $7,906-8.5% | $4,126+75.4% |
| Admin fee / account holder | $12,333 | $8,415+46.6% | $13,708-10.0% | $7,339+68.0% |