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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 | $119,402 | $92,985+28.4% | $153,432-22.2% | $80,874+47.6% |
| Participation rate | 95.9% | 69.0%+26.9pp | 77.1%+18.8pp | 67.6%+28.2pp |
| Annual return | 12.69% | 19.95%-7.3pp | 15.66%-3.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,560 | $3,507+1.5% | $5,038-29.3% | $2,756+29.2% |
| Participant deferral / active EE | $6,976 | $5,178+34.7% | $6,757+3.2% | $4,297+62.4% |
| Admin fee / account holder | $16,242 | $8,880+82.9% | $12,725+27.6% | $6,935+134.2% |