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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 | $72,607+57.9% | $90,259+27.0% | $87,485+31.1% |
| Participation rate | 88.7% | 64.8%+23.9pp | 70.7%+17.9pp | 68.9%+19.7pp |
| Annual return | 26.41% | 18.59%+7.8pp | 18.88%+7.5pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,389 | $1,919-27.6% | $2,291-39.4% | $2,596-46.5% |
| Participant deferral / active EE | $6,004 | $3,055+96.6% | $3,827+56.9% | $4,274+40.5% |
| Admin fee / account holder | $10,032 | $5,947+68.7% | $7,267+38.0% | $7,775+29.0% |