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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 | $115,921 | $86,949+33.3% | $102,460+13.1% | $80,959+43.2% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.3pp | 67.7%+19.2pp |
| Annual return | 11.40% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $5,225 | $2,370+120.5% | $3,025+72.7% | $2,757+89.5% |
| Participant deferral / active EE | $4,895 | $4,121+18.8% | $5,056-3.2% | $4,300+13.8% |
| Admin fee / account holder | $3,436 | $8,048-57.3% | $9,460-63.7% | $6,925-50.4% |