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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 | $137,552 | $101,795+35.1% | $165,100-16.7% | $80,959+69.9% |
| Participation rate | 81.2% | 71.8%+9.3pp | 78.6%+2.6pp | 67.7%+13.5pp |
| Annual return | 13.17% | 16.73%-3.6pp | 70.21%-57.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $5,780 | $2,954+95.7% | $4,348+32.9% | $2,757+109.6% |
| Participant deferral / active EE | $8,338 | $4,476+86.3% | $6,035+38.2% | $4,300+93.9% |
| Admin fee / account holder | $10,735 | $8,221+30.6% | $12,696-15.4% | $6,925+55.0% |