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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 | $183,118 | $100,194+82.8% | $122,979+48.9% | $86,983+110.5% |
| Participation rate | 89.1% | 73.0%+16.2pp | 77.2%+11.9pp | 69.5%+19.6pp |
| Annual return | 15.20% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,491 | $2,326+50.1% | $3,062+14.0% | $2,584+35.1% |
| Participant deferral / active EE | $5,688 | $4,133+37.6% | $5,003+13.7% | $4,194+35.6% |
| Admin fee / account holder | $8,821 | $10,148-13.1% | $12,864-31.4% | $7,856+12.3% |