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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 | $124,962 | $97,550+28.1% | $120,344+3.8% | $87,485+42.8% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.7%+21.4pp | 68.9%+29.2pp |
| Annual return | 14.46% | 18.41%-4.0pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,738 | $2,291+19.5% | $3,020-9.3% | $2,596+5.5% |
| Participant deferral / active EE | $7,676 | $4,230+81.5% | $5,135+49.5% | $4,274+79.6% |
| Admin fee / account holder | $4,099 | $9,543-57.0% | $12,742-67.8% | $7,775-47.3% |