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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 | $114,574 | $95,453+20.0% | $112,040+2.3% | $82,448+39.0% |
| Participation rate | 82.6% | 72.8%+9.9pp | 76.5%+6.1pp | 68.1%+14.5pp |
| Annual return | 20.99% | 23.92%-2.9pp | 24.52%-3.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,845 | $2,318+109.0% | $2,954+64.0% | $2,551+89.9% |
| Participant deferral / active EE | $6,684 | $4,224+58.3% | $5,098+31.1% | $4,139+61.5% |
| Admin fee / account holder | $5,739 | $9,013-36.3% | $12,098-52.6% | $7,234-20.7% |