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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 | $114,899 | $88,996+29.1% | $78,004+47.3% | $138,895-17.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.4%+13.9pp | 79.9%+3.4pp |
| Annual return | 11.51% | 28.03%-16.5pp | 31.07%-19.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,222 | $2,917+10.5% | $2,469+30.5% | $4,194-23.2% |
| Participant deferral / active EE | $5,728 | $4,724+21.3% | $4,092+40.0% | $6,396-10.4% |
| Admin fee / account holder | $7,142 | $8,807-18.9% | $7,578-5.7% | $12,562-43.1% |