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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 | $111,474 | $100,194+11.3% | $122,979-9.4% | $86,983+28.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 13.04% | 16.47%-3.4pp | 20.12%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,551 | $2,326+9.7% | $3,062-16.7% | $2,584-1.3% |
| Participant deferral / active EE | $8,555 | $4,133+107.0% | $5,003+71.0% | $4,194+104.0% |
| Admin fee / account holder | $14,925 | $10,148+47.1% | $12,864+16.0% | $7,856+90.0% |