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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 | $119,587 | $87,132+37.2% | $105,624+13.2% | $80,959+47.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 75.3%+9.9pp | 67.7%+17.5pp |
| Annual return | 13.12% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,708 | $2,397+13.0% | $3,168-14.5% | $2,757-1.8% |
| Participant deferral / active EE | $2,432 | $3,985-39.0% | $5,013-51.5% | $4,300-43.4% |
| Admin fee / account holder | $8,395 | $8,449-0.6% | $10,961-23.4% | $6,925+21.2% |