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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 | $112,426 | $95,453+17.8% | $112,040+0.3% | $82,448+36.4% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 14.23% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,358 | $2,318+44.9% | $2,954+13.7% | $2,551+31.6% |
| Participant deferral / active EE | $6,810 | $4,224+61.2% | $5,098+33.6% | $4,139+64.5% |
| Admin fee / account holder | $1,615 | $9,013-82.1% | $12,098-86.7% | $7,234-77.7% |