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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 | $121,975 | $95,404+27.9% | $113,397+7.6% | $82,637+47.6% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 24.62% | 19.08%+5.5pp | 23.20%+1.4pp | 53.51%-28.9pp |
| Employer contribution / active EE | $2,718 | $2,307+17.8% | $2,977-8.7% | $2,552+6.5% |
| Participant deferral / active EE | $5,794 | $4,220+37.3% | $5,076+14.1% | $4,126+40.4% |
| Admin fee / account holder | $10,105 | $9,168+10.2% | $11,957-15.5% | $7,339+37.7% |