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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 | $99,917 | $81,487+22.6% | $102,412-2.4% | $80,935+23.5% |
| Participation rate | 86.8% | 66.8%+20.0pp | 74.5%+12.3pp | 67.7%+19.2pp |
| Annual return | 11.70% | 25.60%-13.9pp | 24.94%-13.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $3,280 | $3,103+5.7% | $3,870-15.2% | $2,757+19.0% |
| Participant deferral / active EE | $6,486 | $3,871+67.6% | $5,060+28.2% | $4,299+50.9% |
| Admin fee / account holder | $8,435 | $6,717+25.6% | $8,388+0.6% | $6,924+21.8% |