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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 | $123,493 | $95,453+29.4% | $112,040+10.2% | $82,448+49.8% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.5%+3.0pp | 68.1%+11.4pp |
| Annual return | 18.53% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,682 | $2,318+58.9% | $2,954+24.7% | $2,551+44.4% |
| Participant deferral / active EE | $6,740 | $4,224+59.6% | $5,098+32.2% | $4,139+62.8% |
| Admin fee / account holder | $6,070 | $9,013-32.7% | $12,098-49.8% | $7,234-16.1% |