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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 | $115,321 | $95,453+20.8% | $112,040+2.9% | $82,448+39.9% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.5%+15.3pp | 68.1%+23.8pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,691 | $2,318-27.1% | $2,954-42.8% | $2,551-33.7% |
| Participant deferral / active EE | $5,484 | $4,224+29.8% | $5,098+7.6% | $4,139+32.5% |
| Admin fee / account holder | $5,561 | $9,013-38.3% | $12,098-54.0% | $7,234-23.1% |