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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 | $89,515+29.3% | $103,065+12.3% | $80,959+43.0% |
| Participation rate | 88.1% | 76.0%+12.1pp | 80.6%+7.5pp | 67.7%+20.4pp |
| Annual return | 12.16% | 22.82%-10.7pp | 23.95%-11.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $5,667 | $4,015+41.1% | $4,675+21.2% | $2,757+105.5% |
| Participant deferral / active EE | $3,378 | $5,463-38.2% | $6,625-49.0% | $4,300-21.4% |
| Admin fee / account holder | $7,492 | $6,527+14.8% | $9,349-19.9% | $6,925+8.2% |