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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 | $113,587 | $97,550+16.4% | $120,344-5.6% | $87,485+29.8% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.7%+10.0pp | 68.9%+17.7pp |
| Annual return | 15.69% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,132 | $2,291+36.7% | $3,020+3.7% | $2,596+20.6% |
| Participant deferral / active EE | $6,352 | $4,230+50.2% | $5,135+23.7% | $4,274+48.6% |
| Admin fee / account holder | $12,409 | $9,543+30.0% | $12,742-2.6% | $7,775+59.6% |