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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 | $123,905 | $101,795+21.7% | $165,100-25.0% | $80,959+53.0% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.7%+26.3pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.21%-55.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,603 | $2,954+22.0% | $4,348-17.1% | $2,757+30.7% |
| Participant deferral / active EE | $4,381 | $4,476-2.1% | $6,035-27.4% | $4,300+1.9% |
| Admin fee / account holder | $9,016 | $8,221+9.7% | $12,696-29.0% | $6,925+30.2% |