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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 | $90,291 | $86,949+3.8% | $102,460-11.9% | $80,959+11.5% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.1pp |
| Annual return | 13.09% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,122 | $2,370+31.8% | $3,025+3.2% | $2,757+13.2% |
| Participant deferral / active EE | $7,043 | $4,121+70.9% | $5,056+39.3% | $4,300+63.8% |
| Admin fee / account holder | $17,071 | $8,048+112.1% | $9,460+80.5% | $6,925+146.5% |