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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 | $100,169 | $86,940+15.2% | $102,434-2.2% | $80,935+23.8% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.7%+13.4pp |
| Annual return | 18.77% | 18.89%-0.1pp | 29.46%-10.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $5,470 | $2,370+130.8% | $3,023+80.9% | $2,757+98.4% |
| Participant deferral / active EE | $11,547 | $4,121+180.2% | $5,055+128.4% | $4,299+168.6% |
| Admin fee / account holder | $10,380 | $8,047+29.0% | $9,462+9.7% | $6,924+49.9% |