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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 | $112,924 | $67,602+67.0% | $82,312+37.2% | $70,126+61.0% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 24.96% | 21.57%+3.4pp | 25.88%-0.9pp | 73.15%-48.2pp |
| Employer contribution / active EE | $1,734 | $1,755-1.2% | $2,428-28.6% | $2,343-26.0% |
| Participant deferral / active EE | $2,747 | $2,987-8.0% | $3,706-25.9% | $3,332-17.6% |
| Admin fee / account holder | $4,003 | $4,512-11.3% | $5,608-28.6% | $4,645-13.8% |