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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 | $116,260 | $101,950+14.0% | $125,529-7.4% | $86,983+33.7% |
| Participation rate | 82.5% | 70.2%+12.3pp | 74.7%+7.7pp | 69.5%+12.9pp |
| Annual return | 11.91% | 18.29%-6.4pp | 202.56%-190.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,436 | $2,358+45.7% | $3,058+12.4% | $2,584+32.9% |
| Participant deferral / active EE | $6,658 | $3,862+72.4% | $4,813+38.3% | $4,194+58.8% |
| Admin fee / account holder | $8,144 | $12,791-36.3% | $16,298-50.0% | $7,856+3.7% |