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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 | $129,255 | $104,098+24.2% | $140,514-8.0% | $94,015+37.5% |
| Participation rate | 92.5% | 73.7%+18.7pp | 77.8%+14.7pp | 70.8%+21.6pp |
| Annual return | 19.64% | 15.14%+4.5pp | 14.36%+5.3pp | 17.84%+1.8pp |
| Employer contribution / active EE | $5,016 | $2,388+110.0% | $3,378+48.5% | $2,790+79.8% |
| Participant deferral / active EE | $5,336 | $4,033+32.3% | $4,919+8.5% | $4,249+25.6% |
| Admin fee / account holder | $6,784 | $10,439-35.0% | $13,697-50.5% | $8,951-24.2% |