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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 | $116,320 | $106,974+8.7% | $90,796+28.1% | $138,895-16.3% |
| Participation rate | 85.0% | 74.9%+10.1pp | 69.5%+15.5pp | 79.9%+5.1pp |
| Annual return | 13.26% | 20.10%-6.8pp | 19.29%-6.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,109 | $2,609+57.5% | $2,294+79.1% | $4,194-2.0% |
| Participant deferral / active EE | $9,234 | $4,455+107.3% | $3,822+141.6% | $6,396+44.4% |
| Admin fee / account holder | $18,105 | $8,626+109.9% | $7,024+157.8% | $12,562+44.1% |