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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 | $97,213 | $96,289+1.0% | $213,469-54.5% | $87,485+11.1% |
| Participation rate | 84.4% | 69.6%+14.9pp | 77.1%+7.3pp | 68.9%+15.5pp |
| Annual return | 18.59% | 17.78%+0.8pp | 20.58%-2.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $3,765 | $3,035+24.0% | $4,994-24.6% | $2,596+45.0% |
| Participant deferral / active EE | $6,817 | $4,750+43.5% | $6,841-0.3% | $4,274+59.5% |
| Admin fee / account holder | $3,880 | $9,670-59.9% | $27,141-85.7% | $7,775-50.1% |