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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 | $111,662 | $86,940+28.4% | $102,434+9.0% | $80,935+38.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 15.23% | 18.89%-3.7pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,450 | $2,370+87.8% | $3,023+47.2% | $2,757+61.4% |
| Participant deferral / active EE | $8,022 | $4,121+94.7% | $5,055+58.7% | $4,299+86.6% |
| Admin fee / account holder | $9,315 | $8,047+15.8% | $9,462-1.6% | $6,924+34.5% |