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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 | $113,741 | $95,453+19.2% | $112,040+1.5% | $82,448+38.0% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.5%+11.6pp | 68.1%+20.0pp |
| Annual return | 16.51% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,969 | $2,318+28.1% | $2,954+0.5% | $2,551+16.4% |
| Participant deferral / active EE | $7,061 | $4,224+67.2% | $5,098+38.5% | $4,139+70.6% |
| Admin fee / account holder | $12,489 | $9,013+38.6% | $12,098+3.2% | $7,234+72.6% |