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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 | $96,908 | $94,015+3.1% | $99,460-2.6% | $94,015+3.1% |
| Participation rate | 92.9% | 70.8%+22.0pp | 78.6%+14.3pp | 70.8%+22.0pp |
| Annual return | 11.67% | 17.84%-6.2pp | 11.98%-0.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $4,784 | $2,790+71.5% | $6,049-20.9% | $2,790+71.5% |
| Participant deferral / active EE | $6,468 | $4,249+52.2% | $5,995+7.9% | $4,249+52.2% |
| Admin fee / account holder | $9,102 | $8,951+1.7% | $18,725-51.4% | $8,951+1.7% |