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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 | $117,865 | $78,015+51.1% | $178,505-34.0% | $80,959+45.6% |
| Participation rate | 94.9% | 65.7%+29.2pp | 77.1%+17.8pp | 67.7%+27.2pp |
| Annual return | 15.49% | 18.10%-2.6pp | 27.16%-11.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $5,753 | $2,281+152.2% | $3,955+45.5% | $2,757+108.7% |
| Participant deferral / active EE | $11,006 | $4,406+149.8% | $6,280+75.2% | $4,300+155.9% |
| Admin fee / account holder | $8,309 | $7,160+16.0% | $10,428-20.3% | $6,925+20.0% |