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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 | $143,113 | $109,620+30.6% | $148,496-3.6% | $94,015+52.2% |
| Participation rate | 77.6% | 71.3%+6.3pp | 76.0%+1.5pp | 70.8%+6.7pp |
| Annual return | 14.93% | 17.54%-2.6pp | 12.33%+2.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $1,837 | $2,618-29.8% | $3,497-47.5% | $2,790-34.2% |
| Participant deferral / active EE | $3,872 | $3,831+1.1% | $4,808-19.5% | $4,249-8.9% |
| Admin fee / account holder | $9,655 | $10,050-3.9% | $19,547-50.6% | $8,951+7.9% |