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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 | $86,919+33.4% | $102,457+13.1% | $80,911+43.3% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.3pp | 67.6%+19.2pp |
| Annual return | 11.40% | 18.90%-7.5pp | 29.41%-18.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $5,225 | $2,368+120.6% | $3,022+72.9% | $2,756+89.6% |
| Participant deferral / active EE | $4,895 | $4,119+18.8% | $5,054-3.2% | $4,297+13.9% |
| Admin fee / account holder | $3,436 | $8,049-57.3% | $9,451-63.6% | $6,935-50.5% |