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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 | $124,676 | $95,453+30.6% | $112,040+11.3% | $82,448+51.2% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 12.65% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,397 | $2,318+3.4% | $2,954-18.8% | $2,551-6.0% |
| Participant deferral / active EE | $6,944 | $4,224+64.4% | $5,098+36.2% | $4,139+67.8% |
| Admin fee / account holder | $13,515 | $9,013+49.9% | $12,098+11.7% | $7,234+86.8% |