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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 | $100,194+19.9% | $122,979-2.3% | $86,983+38.1% |
| Participation rate | 87.2% | 73.0%+14.2pp | 77.2%+10.0pp | 69.5%+17.6pp |
| Annual return | 13.52% | 16.47%-3.0pp | 20.12%-6.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,786 | $2,326+19.8% | $3,062-9.0% | $2,584+7.8% |
| Participant deferral / active EE | $6,474 | $4,133+56.6% | $5,003+29.4% | $4,194+54.4% |
| Admin fee / account holder | $757 | $10,148-92.5% | $12,864-94.1% | $7,856-90.4% |