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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 | $92,558 | $95,453-3.0% | $112,040-17.4% | $82,448+12.3% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 19.31% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,883 | $2,318+67.5% | $2,954+31.4% | $2,551+52.2% |
| Participant deferral / active EE | $7,784 | $4,224+84.3% | $5,098+52.7% | $4,139+88.1% |
| Admin fee / account holder | $12,079 | $9,013+34.0% | $12,098-0.2% | $7,234+67.0% |