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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 | $117,732 | $106,524+10.5% | $152,301-22.7% | $87,485+34.6% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 20.77% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $5,557 | $3,371+64.8% | $4,624+20.2% | $2,596+114.0% |
| Participant deferral / active EE | $7,699 | $6,525+18.0% | $8,004-3.8% | $4,274+80.2% |
| Admin fee / account holder | $13,486 | $8,287+62.7% | $14,398-6.3% | $7,775+73.5% |