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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 | $114,514 | $86,949+31.7% | $102,460+11.8% | $80,959+41.4% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.3pp |
| Annual return | 24.82% | 18.89%+5.9pp | 29.47%-4.6pp | 35.67%-10.8pp |
| Employer contribution / active EE | $2,904 | $2,370+22.5% | $3,025-4.0% | $2,757+5.3% |
| Participant deferral / active EE | $6,600 | $4,121+60.2% | $5,056+30.5% | $4,300+53.5% |
| Admin fee / account holder | $4,302 | $8,048-46.5% | $9,460-54.5% | $6,925-37.9% |