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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 | $95,453+19.0% | $112,040+1.4% | $82,448+37.8% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 15.69% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,132 | $2,318+35.1% | $2,954+6.0% | $2,551+22.8% |
| Participant deferral / active EE | $6,352 | $4,224+50.4% | $5,098+24.6% | $4,139+53.5% |
| Admin fee / account holder | $12,409 | $9,013+37.7% | $12,098+2.6% | $7,234+71.5% |