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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 | $122,788 | $95,404+28.7% | $113,397+8.3% | $82,637+48.6% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.5%+15.4pp | 68.1%+23.9pp |
| Annual return | 23.74% | 19.08%+4.7pp | 23.20%+0.5pp | 53.51%-29.8pp |
| Employer contribution / active EE | $2,542 | $2,307+10.2% | $2,977-14.6% | $2,552-0.4% |
| Participant deferral / active EE | $9,583 | $4,220+127.1% | $5,076+88.8% | $4,126+132.2% |
| Admin fee / account holder | $7,901 | $9,168-13.8% | $11,957-33.9% | $7,339+7.7% |