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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 | $118,630 | $76,551+55.0% | $123,894-4.2% | $62,881+88.7% |
| Participation rate | 92.6% | 73.0%+19.7pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 9.10% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,521 | $2,882-12.5% | $4,617-45.4% | $2,281+10.5% |
| Participant deferral / active EE | $8,384 | $4,840+73.2% | $5,984+40.1% | $3,203+161.8% |
| Admin fee / account holder | $7,584 | $4,826+57.2% | $8,357-9.3% | $4,296+76.5% |