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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 | $76,834+45.3% | $108,359+3.1% | $87,485+27.6% |
| Participation rate | 85.7% | 61.7%+24.0pp | 70.1%+15.6pp | 68.9%+16.8pp |
| Annual return | 12.99% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,129 | $1,556+165.3% | $2,399+72.1% | $2,596+59.1% |
| Participant deferral / active EE | $8,356 | $3,100+169.5% | $4,137+102.0% | $4,274+95.5% |
| Admin fee / account holder | $8,359 | $6,537+27.9% | $9,741-14.2% | $7,775+7.5% |