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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 | $103,316 | $97,550+5.9% | $120,344-14.1% | $87,485+18.1% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.7%+10.3pp | 68.9%+18.1pp |
| Annual return | 12.76% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $3,470 | $2,291+51.5% | $3,020+14.9% | $2,596+33.7% |
| Participant deferral / active EE | $4,994 | $4,230+18.1% | $5,135-2.7% | $4,274+16.9% |
| Admin fee / account holder | $19,563 | $9,543+105.0% | $12,742+53.5% | $7,775+151.6% |