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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 | $88,412 | $81,476+8.5% | $102,383-13.6% | $80,925+9.3% |
| Participation rate | 85.3% | 66.8%+18.4pp | 74.5%+10.8pp | 67.7%+17.6pp |
| Annual return | 13.19% | 25.59%-12.4pp | 24.94%-11.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $4,434 | $3,105+42.8% | $3,870+14.6% | $2,756+60.9% |
| Participant deferral / active EE | $6,598 | $3,871+70.4% | $5,060+30.4% | $4,299+53.5% |
| Admin fee / account holder | $9,033 | $6,717+34.5% | $8,391+7.6% | $6,940+30.2% |