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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 | $123,012 | $81,487+51.0% | $102,412+20.1% | $80,935+52.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 13.01% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,652 | $3,103-14.5% | $3,870-31.5% | $2,757-3.8% |
| Participant deferral / active EE | $6,929 | $3,871+79.0% | $5,060+36.9% | $4,299+61.2% |
| Admin fee / account holder | $11,657 | $6,717+73.5% | $8,388+39.0% | $6,924+68.3% |