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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 | $173,715 | $78,015+122.7% | $178,505-2.7% | $80,959+114.6% |
| Participation rate | 87.7% | 65.7%+22.0pp | 77.1%+10.6pp | 67.7%+20.1pp |
| Annual return | 12.91% | 18.10%-5.2pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,935 | $2,281+72.5% | $3,955-0.5% | $2,757+42.7% |
| Participant deferral / active EE | $7,408 | $4,406+68.1% | $6,280+18.0% | $4,300+72.3% |
| Admin fee / account holder | $11,046 | $7,160+54.3% | $10,428+5.9% | $6,925+59.5% |