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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 | $121,317 | $86,949+39.5% | $102,460+18.4% | $80,959+49.9% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.7%+28.3pp |
| Annual return | 12.08% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,189 | $2,370+34.6% | $3,025+5.4% | $2,757+15.7% |
| Participant deferral / active EE | $8,997 | $4,121+118.3% | $5,056+77.9% | $4,300+109.2% |
| Admin fee / account holder | $2,104 | $8,048-73.9% | $9,460-77.8% | $6,925-69.6% |