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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 | $132,610 | $72,273+83.5% | $101,275+30.9% | $79,856+66.1% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 12.77% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,411 | $2,691+26.8% | $3,660-6.8% | $2,471+38.0% |
| Participant deferral / active EE | $5,028 | $3,282+53.2% | $4,371+15.0% | $3,741+34.4% |
| Admin fee / account holder | $3,843 | $4,401-12.7% | $5,948-35.4% | $5,306-27.6% |