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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 | $120,122 | $97,550+23.1% | $120,344-0.2% | $87,485+37.3% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.7%+10.5pp | 68.9%+18.2pp |
| Annual return | 13.52% | 18.41%-4.9pp | 20.30%-6.8pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,786 | $2,291+21.6% | $3,020-7.8% | $2,596+7.3% |
| Participant deferral / active EE | $6,474 | $4,230+53.1% | $5,135+26.1% | $4,274+51.5% |
| Admin fee / account holder | $757 | $9,543-92.1% | $12,742-94.1% | $7,775-90.3% |