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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 | $138,942 | $106,524+30.4% | $152,301-8.8% | $87,485+58.8% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.4%+13.2pp | 68.9%+26.7pp |
| Annual return | 20.02% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $3,716 | $3,371+10.2% | $4,624-19.6% | $2,596+43.1% |
| Participant deferral / active EE | $10,098 | $6,525+54.8% | $8,004+26.2% | $4,274+136.3% |
| Admin fee / account holder | $10,236 | $8,287+23.5% | $14,398-28.9% | $7,775+31.7% |