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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 | $120,898 | $86,949+39.0% | $102,460+18.0% | $80,959+49.3% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+15.9pp | 67.7%+24.8pp |
| Annual return | 15.62% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,561 | $2,370+8.1% | $3,025-15.3% | $2,757-7.1% |
| Participant deferral / active EE | $4,420 | $4,121+7.3% | $5,056-12.6% | $4,300+2.8% |
| Admin fee / account holder | $5,501 | $8,048-31.6% | $9,460-41.8% | $6,925-20.6% |