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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 | $114,038 | $97,550+16.9% | $120,344-5.2% | $87,485+30.4% |
| Participation rate | 97.7% | 72.8%+24.8pp | 76.7%+21.0pp | 68.9%+28.7pp |
| Annual return | 12.90% | 18.41%-5.5pp | 20.30%-7.4pp | 26.06%-13.2pp |
| Employer contribution / active EE | $7,354 | $2,291+221.0% | $3,020+143.5% | $2,596+183.3% |
| Participant deferral / active EE | $3,048 | $4,230-27.9% | $5,135-40.6% | $4,274-28.7% |
| Admin fee / account holder | $14,281 | $9,543+49.7% | $12,742+12.1% | $7,775+83.7% |