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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 | $76,391 | $86,938-12.1% | $102,423-25.4% | $80,925-5.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.7%+20.9pp |
| Annual return | 23.10% | 18.89%+4.2pp | 29.42%-6.3pp | 35.65%-12.6pp |
| Employer contribution / active EE | $3,115 | $2,369+31.5% | $3,023+3.0% | $2,756+13.0% |
| Participant deferral / active EE | $8,530 | $4,120+107.0% | $5,054+68.8% | $4,299+98.4% |
| Admin fee / account holder | $9,996 | $8,053+24.1% | $9,455+5.7% | $6,940+44.0% |