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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 | $97,550+14.1% | $120,344-7.5% | $87,485+27.3% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.7%+17.9pp | 68.9%+25.7pp |
| Annual return | 20.84% | 18.41%+2.4pp | 20.30%+0.5pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,560 | $2,291-31.9% | $3,020-48.4% | $2,596-39.9% |
| Participant deferral / active EE | $6,441 | $4,230+52.3% | $5,135+25.4% | $4,274+50.7% |
| Admin fee / account holder | $15,447 | $9,543+61.9% | $12,742+21.2% | $7,775+98.7% |