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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 | $102,245+13.8% | $89,340+30.2% | $137,256-15.3% |
| Participation rate | 85.0% | 74.9%+10.1pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 13.26% | 21.89%-8.6pp | 20.57%-7.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,109 | $2,529+62.5% | $2,231+84.2% | $4,156-1.1% |
| Participant deferral / active EE | $9,234 | $4,436+108.1% | $3,823+141.5% | $6,407+44.1% |
| Admin fee / account holder | $18,105 | $8,085+123.9% | $6,704+170.1% | $12,270+47.5% |