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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 | $147,528 | $106,524+38.5% | $152,301-3.1% | $87,485+68.6% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 18.68% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,887 | $3,371-14.4% | $4,624-37.6% | $2,596+11.2% |
| Participant deferral / active EE | $7,231 | $6,525+10.8% | $8,004-9.6% | $4,274+69.2% |
| Admin fee / account holder | $7,397 | $8,287-10.7% | $14,398-48.6% | $7,775-4.9% |