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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 | $132,561 | $86,949+52.5% | $102,460+29.4% | $80,959+63.7% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.2pp |
| Annual return | 10.44% | 18.89%-8.5pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,186 | $2,370-7.8% | $3,025-27.8% | $2,757-20.7% |
| Participant deferral / active EE | $4,625 | $4,121+12.2% | $5,056-8.5% | $4,300+7.5% |
| Admin fee / account holder | $6,814 | $8,048-15.3% | $9,460-28.0% | $6,925-1.6% |