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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 | $106,327 | $95,453+11.4% | $112,040-5.1% | $82,448+29.0% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 15.48% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,375 | $2,318+45.6% | $2,954+14.3% | $2,551+32.3% |
| Participant deferral / active EE | $7,654 | $4,224+81.2% | $5,098+50.2% | $4,139+84.9% |
| Admin fee / account holder | $17,558 | $9,013+94.8% | $12,098+45.1% | $7,234+142.7% |