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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 | $96,129 | $69,590+38.1% | $136,867-29.8% | $94,015+2.2% |
| Participation rate | 90.3% | 66.3%+24.0pp | 74.5%+15.8pp | 70.8%+19.5pp |
| Annual return | 14.50% | 19.62%-5.1pp | 42.97%-28.5pp | 17.84%-3.3pp |
| Employer contribution / active EE | $7,929 | $2,396+230.9% | $3,547+123.5% | $2,790+184.2% |
| Participant deferral / active EE | $6,616 | $3,437+92.5% | $4,924+34.4% | $4,249+55.7% |
| Admin fee / account holder | $7,180 | $8,912-19.4% | $10,340-30.6% | $8,951-19.8% |