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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 | $115,745 | $89,532+29.3% | $103,447+11.9% | $80,925+43.0% |
| Participation rate | 88.1% | 76.0%+12.1pp | 80.5%+7.6pp | 67.7%+20.4pp |
| Annual return | 12.16% | 22.80%-10.6pp | 23.92%-11.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $5,667 | $4,023+40.9% | $4,678+21.2% | $2,756+105.6% |
| Participant deferral / active EE | $3,378 | $5,459-38.1% | $6,624-49.0% | $4,299-21.4% |
| Admin fee / account holder | $7,492 | $6,774+10.6% | $9,415-20.4% | $6,940+7.9% |