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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 | $101,778+18.9% | $164,975-26.6% | $80,925+49.6% |
| Participation rate | 93.5% | 71.8%+21.6pp | 78.6%+14.9pp | 67.7%+25.8pp |
| Annual return | 14.19% | 16.73%-2.5pp | 70.12%-55.9pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,629 | $2,954-11.0% | $4,343-39.5% | $2,756-4.6% |
| Participant deferral / active EE | $12,163 | $4,477+171.7% | $6,033+101.6% | $4,299+183.0% |
| Admin fee / account holder | $6,624 | $8,221-19.4% | $12,688-47.8% | $6,940-4.6% |