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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 | $83,073+16.7% | $88,457+9.6% | $87,485+10.8% |
| Participation rate | 92.9% | 71.3%+21.6pp | 78.6%+14.2pp | 68.9%+23.9pp |
| Annual return | 11.67% | 15.48%-3.8pp | 32.69%-21.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,784 | $4,044+18.3% | $4,681+2.2% | $2,596+84.3% |
| Participant deferral / active EE | $6,468 | $4,389+47.4% | $5,667+14.1% | $4,274+51.3% |
| Admin fee / account holder | $9,102 | $7,192+26.6% | $9,606-5.2% | $7,775+17.1% |