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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 | $118,632 | $72,114+64.5% | $108,745+9.1% | $62,881+88.7% |
| Participation rate | 90.8% | 74.6%+16.2pp | 77.7%+13.1pp | 69.3%+21.5pp |
| Annual return | 10.86% | 13.41%-2.5pp | 46.22%-35.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,102 | $2,694-22.0% | $3,323-36.8% | $2,281-7.9% |
| Participant deferral / active EE | $6,417 | $4,044+58.7% | $5,121+25.3% | $3,203+100.3% |
| Admin fee / account holder | $5,087 | $4,608+10.4% | $6,144-17.2% | $4,296+18.4% |