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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 | $121,679 | $101,798+19.5% | $165,071-26.3% | $80,935+50.3% |
| Participation rate | 93.5% | 71.8%+21.6pp | 78.6%+14.9pp | 67.7%+25.8pp |
| Annual return | 14.35% | 16.73%-2.4pp | 70.17%-55.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $4,732 | $2,954+60.2% | $4,347+8.9% | $2,757+71.7% |
| Participant deferral / active EE | $10,027 | $4,476+124.0% | $6,035+66.1% | $4,299+133.2% |
| Admin fee / account holder | $7,362 | $8,221-10.5% | $12,695-42.0% | $6,924+6.3% |