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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 | $97,550+18.2% | $120,344-4.2% | $87,485+31.8% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.7%+15.1pp | 68.9%+22.9pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,691 | $2,291-26.2% | $3,020-44.0% | $2,596-34.9% |
| Participant deferral / active EE | $5,484 | $4,230+29.7% | $5,135+6.8% | $4,274+28.3% |
| Admin fee / account holder | $5,561 | $9,543-41.7% | $12,742-56.4% | $7,775-28.5% |