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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 | $146,904 | $86,938+69.0% | $102,423+43.4% | $80,925+81.5% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+17.0pp |
| Annual return | 17.61% | 18.89%-1.3pp | 29.42%-11.8pp | 35.65%-18.0pp |
| Employer contribution / active EE | $2,862 | $2,369+20.8% | $3,023-5.3% | $2,756+3.8% |
| Participant deferral / active EE | $6,119 | $4,120+48.5% | $5,054+21.1% | $4,299+42.3% |
| Admin fee / account holder | $6,700 | $8,053-16.8% | $9,455-29.1% | $6,940-3.5% |