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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 | $93,055+28.3% | $153,741-22.3% | $80,959+47.5% |
| Participation rate | 95.9% | 69.0%+26.9pp | 77.1%+18.8pp | 67.7%+28.2pp |
| Annual return | 12.69% | 19.97%-7.3pp | 15.71%-3.0pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,560 | $3,504+1.6% | $5,042-29.4% | $2,757+29.1% |
| Participant deferral / active EE | $6,976 | $5,172+34.9% | $6,757+3.3% | $4,300+62.2% |
| Admin fee / account holder | $16,242 | $8,881+82.9% | $12,749+27.4% | $6,925+134.5% |