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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 | $111,014 | $86,940+27.7% | $102,434+8.4% | $80,935+37.2% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.7%+23.8pp |
| Annual return | 15.11% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,590 | $2,370-32.9% | $3,023-47.4% | $2,757-42.3% |
| Participant deferral / active EE | $9,443 | $4,121+129.1% | $5,055+86.8% | $4,299+119.6% |
| Admin fee / account holder | $14,105 | $8,047+75.3% | $9,462+49.1% | $6,924+103.7% |