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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 | $124,493 | $95,453+30.4% | $112,040+11.1% | $82,448+51.0% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 15.68% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,816 | $2,318+21.5% | $2,954-4.7% | $2,551+10.4% |
| Participant deferral / active EE | $6,300 | $4,224+49.1% | $5,098+23.6% | $4,139+52.2% |
| Admin fee / account holder | $3,616 | $9,013-59.9% | $12,098-70.1% | $7,234-50.0% |