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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 | $115,479 | $95,453+21.0% | $112,040+3.1% | $82,448+40.1% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.5%+0.2pp | 68.1%+8.6pp |
| Annual return | 17.61% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,619 | $2,318+13.0% | $2,954-11.3% | $2,551+2.7% |
| Participant deferral / active EE | $7,359 | $4,224+74.2% | $5,098+44.4% | $4,139+77.8% |
| Admin fee / account holder | $11,235 | $9,013+24.6% | $12,098-7.1% | $7,234+55.3% |