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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 | $118,687 | $93,345+27.1% | $119,126-0.4% | $87,485+35.7% |
| Participation rate | 79.5% | 68.7%+10.7pp | 75.8%+3.7pp | 68.9%+10.6pp |
| Annual return | 20.24% | 19.08%+1.2pp | 282.11%-261.9pp | 26.06%-5.8pp |
| Employer contribution / active EE | $2,136 | $3,172-32.7% | $4,034-47.1% | $2,596-17.7% |
| Participant deferral / active EE | $6,673 | $4,099+62.8% | $5,318+25.5% | $4,274+56.1% |
| Admin fee / account holder | $9,285 | $8,039+15.5% | $10,693-13.2% | $7,775+19.4% |