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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 | $116,625 | $86,922+34.2% | $102,438+13.8% | $80,874+44.2% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 17.42% | 18.90%-1.5pp | 29.37%-11.9pp | 35.62%-18.2pp |
| Employer contribution / active EE | $6,051 | $2,369+155.4% | $3,024+100.1% | $2,756+119.6% |
| Participant deferral / active EE | $7,925 | $4,119+92.4% | $5,054+56.8% | $4,297+84.4% |
| Admin fee / account holder | $2,661 | $8,050-66.9% | $9,448-71.8% | $6,935-61.6% |