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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 | $111,329 | $95,453+16.6% | $112,040-0.6% | $82,448+35.0% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 20.84% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,560 | $2,318-32.7% | $2,954-47.2% | $2,551-38.9% |
| Participant deferral / active EE | $6,441 | $4,224+52.5% | $5,098+26.4% | $4,139+55.6% |
| Admin fee / account holder | $15,447 | $9,013+71.4% | $12,098+27.7% | $7,234+113.5% |