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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 | $121,276 | $97,550+24.3% | $120,344+0.8% | $87,485+38.6% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.7%+13.1pp | 68.9%+20.9pp |
| Annual return | 29.55% | 18.41%+11.1pp | 20.30%+9.2pp | 26.06%+3.5pp |
| Employer contribution / active EE | $2,808 | $2,291+22.6% | $3,020-7.0% | $2,596+8.2% |
| Participant deferral / active EE | $5,871 | $4,230+38.8% | $5,135+14.3% | $4,274+37.4% |
| Admin fee / account holder | $1,911 | $9,543-80.0% | $12,742-85.0% | $7,775-75.4% |