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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 | $92,618 | $153,769-39.8% | $133,975-30.9% | $273,972-66.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 11.94% | 36.51%-24.6pp | 29.29%-17.4pp | 41.46%-29.5pp |
| Employer contribution / active EE | $8,488 | $6,029+40.8% | $5,211+62.9% | $4,869+74.3% |
| Participant deferral / active EE | $12,567 | $6,958+80.6% | $6,282+100.1% | $5,287+137.7% |
| Admin fee / account holder | $8,263 | $11,765-29.8% | $9,324-11.4% | $10,133-18.5% |