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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 | $104,101 | $86,949+19.7% | $102,460+1.6% | $80,959+28.6% |
| Participation rate | 93.4% | 72.4%+21.1pp | 76.5%+16.9pp | 67.7%+25.8pp |
| Annual return | 11.03% | 18.89%-7.9pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $4,023 | $2,370+69.8% | $3,025+33.0% | $2,757+45.9% |
| Participant deferral / active EE | $5,745 | $4,121+39.4% | $5,056+13.6% | $4,300+33.6% |
| Admin fee / account holder | $10,052 | $8,048+24.9% | $9,460+6.3% | $6,925+45.2% |