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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 | $126,615 | $97,550+29.8% | $120,344+5.2% | $87,485+44.7% |
| Participation rate | 86.4% | 72.8%+13.5pp | 76.7%+9.7pp | 68.9%+17.4pp |
| Annual return | 14.70% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,095 | $2,291-52.2% | $3,020-63.8% | $2,596-57.8% |
| Participant deferral / active EE | $6,292 | $4,230+48.8% | $5,135+22.5% | $4,274+47.2% |
| Admin fee / account holder | $15,100 | $9,543+58.2% | $12,742+18.5% | $7,775+94.2% |