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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 | $113,291 | $96,558+17.3% | $80,977+39.9% | $273,972-58.6% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 6.35% | 15.14%-8.8pp | 17.11%-10.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $5,444 | $4,869+11.8% | $3,715+46.5% | $4,869+11.8% |
| Participant deferral / active EE | $6,410 | $6,598-2.8% | $5,696+12.5% | $5,287+21.2% |
| Admin fee / account holder | $8,539 | $7,493+14.0% | $5,517+54.8% | $10,133-15.7% |