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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 | $98,222 | $75,963+29.3% | $97,995+0.2% | $70,131+40.1% |
| Participation rate | 90.1% | 77.0%+13.2pp | 82.4%+7.8pp | 69.5%+20.6pp |
| Annual return | 13.18% | 19.26%-6.1pp | 23.94%-10.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $4,203 | $3,278+28.2% | $4,158+1.1% | $2,342+79.4% |
| Participant deferral / active EE | $4,535 | $4,053+11.9% | $5,097-11.0% | $3,332+36.1% |
| Admin fee / account holder | $8,125 | $5,407+50.3% | $5,943+36.7% | $4,645+74.9% |