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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 | $119,477 | $87,037+37.3% | $106,201+12.5% | $80,874+47.7% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.6%+31.0pp |
| Annual return | 13.03% | 17.05%-4.0pp | 116.26%-103.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,778 | $2,396+15.9% | $3,170-12.4% | $2,756+0.8% |
| Participant deferral / active EE | $3,072 | $3,986-22.9% | $5,012-38.7% | $4,297-28.5% |
| Admin fee / account holder | $12,426 | $8,434+47.3% | $11,039+12.6% | $6,935+79.2% |