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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 | $131,764 | $97,550+35.1% | $120,344+9.5% | $87,485+50.6% |
| Participation rate | 81.9% | 72.8%+9.1pp | 76.7%+5.2pp | 68.9%+13.0pp |
| Annual return | 14.14% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,205 | $2,291-3.7% | $3,020-27.0% | $2,596-15.1% |
| Participant deferral / active EE | $6,693 | $4,230+58.2% | $5,135+30.3% | $4,274+56.6% |
| Admin fee / account holder | $8,588 | $9,543-10.0% | $12,742-32.6% | $7,775+10.5% |