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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 | $95,404+30.5% | $113,397+9.8% | $82,637+50.6% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 15.68% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,816 | $2,307+22.1% | $2,977-5.4% | $2,552+10.3% |
| Participant deferral / active EE | $6,300 | $4,220+49.3% | $5,076+24.1% | $4,126+52.7% |
| Admin fee / account holder | $3,616 | $9,168-60.6% | $11,957-69.8% | $7,339-50.7% |