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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 | $102,713 | $100,194+2.5% | $122,979-16.5% | $86,983+18.1% |
| Participation rate | 91.0% | 73.0%+18.1pp | 77.2%+13.8pp | 69.5%+21.5pp |
| Annual return | 18.76% | 16.47%+2.3pp | 20.12%-1.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $4,871 | $2,326+109.4% | $3,062+59.1% | $2,584+88.5% |
| Participant deferral / active EE | $10,391 | $4,133+151.4% | $5,003+107.7% | $4,194+147.8% |
| Admin fee / account holder | $10,596 | $10,148+4.4% | $12,864-17.6% | $7,856+34.9% |