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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 | $97,550+27.6% | $120,344+3.4% | $87,485+42.3% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.7%+3.6pp | 68.9%+11.4pp |
| Annual return | 15.68% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,816 | $2,291+22.9% | $3,020-6.8% | $2,596+8.5% |
| Participant deferral / active EE | $6,300 | $4,230+48.9% | $5,135+22.7% | $4,274+47.4% |
| Admin fee / account holder | $3,616 | $9,543-62.1% | $12,742-71.6% | $7,775-53.5% |