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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 | $121,428 | $97,550+24.5% | $120,344+0.9% | $87,485+38.8% |
| Participation rate | 83.8% | 72.8%+10.9pp | 76.7%+7.0pp | 68.9%+14.8pp |
| Annual return | 12.57% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,945 | $2,291+28.5% | $3,020-2.5% | $2,596+13.4% |
| Participant deferral / active EE | $3,850 | $4,230-9.0% | $5,135-25.0% | $4,274-9.9% |
| Admin fee / account holder | $18,815 | $9,543+97.2% | $12,742+47.7% | $7,775+142.0% |