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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 | $112,342 | $76,564+46.7% | $105,582+6.4% | $94,015+19.5% |
| Participation rate | 76.9% | 65.2%+11.7pp | 71.8%+5.2pp | 70.8%+6.1pp |
| Annual return | 12.10% | 20.69%-8.6pp | 18.61%-6.5pp | 17.84%-5.7pp |
| Employer contribution / active EE | $7,220 | $1,995+261.8% | $2,984+142.0% | $2,790+158.8% |
| Participant deferral / active EE | $1,746 | $3,320-47.4% | $4,353-59.9% | $4,249-58.9% |
| Admin fee / account holder | $12,797 | $7,129+79.5% | $12,856-0.5% | $8,951+43.0% |