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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 | $85,731 | $96,233-10.9% | $137,474-37.6% | $94,015-8.8% |
| Participation rate | 84.2% | 78.3%+5.9pp | 83.5%+0.7pp | 70.8%+13.4pp |
| Annual return | 18.56% | 16.05%+2.5pp | 11.53%+7.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $5,380 | $3,713+44.9% | $5,048+6.6% | $2,790+92.8% |
| Participant deferral / active EE | $10,314 | $5,018+105.6% | $6,155+67.6% | $4,249+142.7% |
| Admin fee / account holder | $4,056 | $7,029-42.3% | $10,602-61.7% | $8,951-54.7% |