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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 | $132,747 | $110,137+20.5% | $161,149-17.6% | $82,637+60.6% |
| Participation rate | 84.6% | 72.4%+12.3pp | 78.8%+5.8pp | 68.1%+16.6pp |
| Annual return | 25.86% | 20.69%+5.2pp | 21.16%+4.7pp | 53.51%-27.6pp |
| Employer contribution / active EE | $3,987 | $2,856+39.6% | $4,360-8.6% | $2,552+56.2% |
| Participant deferral / active EE | $8,392 | $4,575+83.4% | $6,153+36.4% | $4,126+103.4% |
| Admin fee / account holder | $8,118 | $9,467-14.2% | $15,194-46.6% | $7,339+10.6% |