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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 | $106,386 | $86,949+22.4% | $102,460+3.8% | $80,959+31.4% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.3pp | 67.7%+15.2pp |
| Annual return | 14.67% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,021 | $2,370-14.7% | $3,025-33.2% | $2,757-26.7% |
| Participant deferral / active EE | $7,628 | $4,121+85.1% | $5,056+50.9% | $4,300+77.4% |
| Admin fee / account holder | $13,764 | $8,048+71.0% | $9,460+45.5% | $6,925+98.7% |