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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 | $93,057+28.3% | $153,500-22.2% | $80,925+47.5% |
| Participation rate | 95.9% | 69.0%+26.9pp | 77.1%+18.8pp | 67.7%+28.2pp |
| Annual return | 12.69% | 19.96%-7.3pp | 15.70%-3.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,560 | $3,507+1.5% | $5,039-29.4% | $2,756+29.1% |
| Participant deferral / active EE | $6,976 | $5,179+34.7% | $6,756+3.3% | $4,299+62.3% |
| Admin fee / account holder | $16,242 | $8,885+82.8% | $12,736+27.5% | $6,940+134.0% |