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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 | $89,856 | $63,773+40.9% | $81,286+10.5% | $80,925+11.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.7%+22.3pp |
| Annual return | 12.05% | 16.37%-4.3pp | 24.80%-12.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,292 | $1,979+15.8% | $2,463-6.9% | $2,756-16.8% |
| Participant deferral / active EE | $4,938 | $3,093+59.6% | $3,883+27.2% | $4,299+14.9% |
| Admin fee / account holder | $7,509 | $5,682+32.1% | $5,764+30.3% | $6,940+8.2% |