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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 | $135,558 | $86,940+55.9% | $102,434+32.3% | $80,935+67.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 20.77% | 18.89%+1.9pp | 29.46%-8.7pp | 35.66%-14.9pp |
| Employer contribution / active EE | $2,050 | $2,370-13.5% | $3,023-32.2% | $2,757-25.6% |
| Participant deferral / active EE | $4,767 | $4,121+15.7% | $5,055-5.7% | $4,299+10.9% |
| Admin fee / account holder | $9,310 | $8,047+15.7% | $9,462-1.6% | $6,924+34.4% |