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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 | $104,931 | $86,949+20.7% | $102,460+2.4% | $80,959+29.6% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 23.99% | 18.89%+5.1pp | 29.47%-5.5pp | 35.67%-11.7pp |
| Employer contribution / active EE | $1,419 | $2,370-40.1% | $3,025-53.1% | $2,757-48.5% |
| Participant deferral / active EE | $5,305 | $4,121+28.7% | $5,056+4.9% | $4,300+23.4% |
| Admin fee / account holder | $9,576 | $8,048+19.0% | $9,460+1.2% | $6,925+38.3% |