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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 | $114,657 | $67,894+68.9% | $89,340+28.3% | $82,448+39.1% |
| Participation rate | 88.7% | 64.0%+24.6pp | 69.6%+19.1pp | 68.1%+20.6pp |
| Annual return | 26.41% | 19.21%+7.2pp | 20.57%+5.8pp | 41.64%-15.2pp |
| Employer contribution / active EE | $1,389 | $1,828-24.0% | $2,231-37.7% | $2,551-45.5% |
| Participant deferral / active EE | $6,004 | $3,072+95.4% | $3,823+57.1% | $4,139+45.1% |
| Admin fee / account holder | $10,032 | $5,723+75.3% | $6,704+49.6% | $7,234+38.7% |