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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 | $119,894 | $87,132+37.6% | $105,624+13.5% | $80,959+48.1% |
| Participation rate | 93.0% | 70.4%+22.6pp | 75.3%+17.8pp | 67.7%+25.4pp |
| Annual return | 13.98% | 17.03%-3.1pp | 116.20%-102.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,285 | $2,397-4.7% | $3,168-27.9% | $2,757-17.1% |
| Participant deferral / active EE | $6,053 | $3,985+51.9% | $5,013+20.8% | $4,300+40.8% |
| Admin fee / account holder | $11,149 | $8,449+32.0% | $10,961+1.7% | $6,925+61.0% |