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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 | $95,404+21.0% | $113,397+1.8% | $82,637+39.7% |
| Participation rate | 76.7% | 72.8%+3.8pp | 76.5%+0.2pp | 68.1%+8.6pp |
| Annual return | 17.61% | 19.08%-1.5pp | 23.20%-5.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,619 | $2,307+13.6% | $2,977-12.0% | $2,552+2.6% |
| Participant deferral / active EE | $7,359 | $4,220+74.4% | $5,076+45.0% | $4,126+78.4% |
| Admin fee / account holder | $11,235 | $9,168+22.5% | $11,957-6.0% | $7,339+53.1% |