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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 | $122,427 | $125,797-2.7% | $170,043-28.0% | $75,173+62.9% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 15.04% | 27.20%-12.2pp | 53.40%-38.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $5,253 | $4,616+13.8% | $6,790-22.6% | $2,671+96.7% |
| Participant deferral / active EE | $11,794 | $6,838+72.5% | $10,410+13.3% | $4,126+185.8% |
| Admin fee / account holder | $9,212 | $8,177+12.7% | $12,824-28.2% | $5,651+63.0% |