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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 | $116,445 | $96,289+20.9% | $213,469-45.5% | $87,485+33.1% |
| Participation rate | 97.4% | 69.6%+27.9pp | 77.1%+20.3pp | 68.9%+28.5pp |
| Annual return | 16.39% | 17.78%-1.4pp | 20.58%-4.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,106 | $3,035+35.3% | $4,994-17.8% | $2,596+58.1% |
| Participant deferral / active EE | $8,234 | $4,750+73.3% | $6,841+20.4% | $4,274+92.7% |
| Admin fee / account holder | $6,810 | $9,670-29.6% | $27,141-74.9% | $7,775-12.4% |