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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 | $114,453 | $87,834+30.3% | $133,975-14.6% | $62,881+82.0% |
| Participation rate | 91.4% | 83.4%+8.1pp | 87.1%+4.4pp | 69.3%+22.1pp |
| Annual return | 10.64% | 12.05%-1.4pp | 29.29%-18.7pp | 20.14%-9.5pp |
| Employer contribution / active EE | $5,233 | $3,482+50.3% | $5,211+0.4% | $2,281+129.4% |
| Participant deferral / active EE | $12,693 | $4,812+163.8% | $6,282+102.1% | $3,203+296.3% |
| Admin fee / account holder | $5,401 | $5,372+0.5% | $9,324-42.1% | $4,296+25.7% |