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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 | $115,063 | $81,358+41.4% | $155,556-26.0% | $80,959+42.1% |
| Participation rate | 93.9% | 66.3%+27.6pp | 78.2%+15.7pp | 67.7%+26.2pp |
| Annual return | 13.43% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,679 | $3,106+18.4% | $4,675-21.3% | $2,757+33.4% |
| Participant deferral / active EE | $5,805 | $3,455+68.0% | $5,631+3.1% | $4,300+35.0% |
| Admin fee / account holder | $8,633 | $7,994+8.0% | $15,885-45.7% | $6,925+24.7% |