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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 | $111,669 | $73,787+51.3% | $98,716+13.1% | $82,448+35.4% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.3%+16.4pp | 68.1%+17.6pp |
| Annual return | 12.99% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,129 | $1,511+173.2% | $2,279+81.2% | $2,551+61.9% |
| Participant deferral / active EE | $8,356 | $3,081+171.2% | $4,048+106.4% | $4,139+101.9% |
| Admin fee / account holder | $8,359 | $6,500+28.6% | $8,703-4.0% | $7,234+15.5% |