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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 | $112,121 | $95,453+17.5% | $112,040+0.1% | $82,448+36.0% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 15.57% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $926 | $2,318-60.1% | $2,954-68.7% | $2,551-63.7% |
| Participant deferral / active EE | $6,271 | $4,224+48.5% | $5,098+23.0% | $4,139+51.5% |
| Admin fee / account holder | $9,333 | $9,013+3.6% | $12,098-22.9% | $7,234+29.0% |