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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 | $102,085 | $76,551+33.4% | $123,894-17.6% | $62,881+62.3% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 8.47% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,963 | $2,882+2.8% | $4,617-35.8% | $2,281+29.9% |
| Participant deferral / active EE | $7,635 | $4,840+57.8% | $5,984+27.6% | $3,203+138.4% |
| Admin fee / account holder | $5,627 | $4,826+16.6% | $8,357-32.7% | $4,296+31.0% |