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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 | $107,237 | $86,949+23.3% | $102,460+4.7% | $80,959+32.5% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 26.11% | 18.89%+7.2pp | 29.47%-3.4pp | 35.67%-9.6pp |
| Employer contribution / active EE | $2,081 | $2,370-12.2% | $3,025-31.2% | $2,757-24.5% |
| Participant deferral / active EE | $6,953 | $4,121+68.7% | $5,056+37.5% | $4,300+61.7% |
| Admin fee / account holder | $11,419 | $8,048+41.9% | $9,460+20.7% | $6,925+64.9% |