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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 | $110,151 | $97,550+12.9% | $120,344-8.5% | $87,485+25.9% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.7%+19.0pp | 68.9%+26.8pp |
| Annual return | 16.32% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,328 | $2,291+1.6% | $3,020-22.9% | $2,596-10.3% |
| Participant deferral / active EE | $7,496 | $4,230+77.2% | $5,135+46.0% | $4,274+75.4% |
| Admin fee / account holder | $12,621 | $9,543+32.3% | $12,742-0.9% | $7,775+62.3% |