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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 | $115,126 | $87,733+31.2% | $106,555+8.0% | $85,847+34.1% |
| Participation rate | 82.3% | 71.9%+10.3pp | 76.1%+6.1pp | 69.3%+12.9pp |
| Annual return | 13.32% | 21.86%-8.5pp | 26.80%-13.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $2,365 | $2,073+14.1% | $2,819-16.1% | $2,565-7.8% |
| Participant deferral / active EE | $4,334 | $3,469+24.9% | $4,399-1.5% | $3,952+9.7% |
| Admin fee / account holder | $8,781 | $6,767+29.7% | $7,408+18.5% | $6,261+40.2% |