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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% | $103,486+11.8% | $80,935+43.0% |
| Participation rate | 88.1% | 76.0%+12.1pp | 80.5%+7.5pp | 67.7%+20.4pp |
| Annual return | 12.16% | 22.82%-10.7pp | 23.93%-11.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $5,667 | $4,015+41.1% | $4,679+21.1% | $2,757+105.6% |
| Participant deferral / active EE | $3,378 | $5,463-38.2% | $6,628-49.0% | $4,299-21.4% |
| Admin fee / account holder | $7,492 | $6,527+14.8% | $9,354-19.9% | $6,924+8.2% |