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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 | $121,041 | $101,795+18.9% | $165,100-26.7% | $80,959+49.5% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.8pp |
| Annual return | 14.19% | 16.73%-2.5pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,629 | $2,954-11.0% | $4,348-39.5% | $2,757-4.7% |
| Participant deferral / active EE | $12,163 | $4,476+171.7% | $6,035+101.5% | $4,300+182.8% |
| Admin fee / account holder | $6,624 | $8,221-19.4% | $12,696-47.8% | $6,925-4.3% |