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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 | $113,351 | $115,931-2.2% | $185,441-38.9% | $86,983+30.3% |
| Participation rate | 93.3% | 73.6%+19.7pp | 80.3%+13.1pp | 69.5%+23.8pp |
| Annual return | 18.73% | 21.47%-2.7pp | 20.16%-1.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $5,590 | $2,937+90.3% | $4,672+19.6% | $2,584+116.3% |
| Participant deferral / active EE | $6,020 | $4,551+32.3% | $6,152-2.1% | $4,194+43.5% |
| Admin fee / account holder | $8,459 | $10,687-20.8% | $17,890-52.7% | $7,856+7.7% |