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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 | $114,293 | $106,749+7.1% | $145,433-21.4% | $82,448+38.6% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 20.09% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,411 | $3,444-30.0% | $4,554-47.1% | $2,551-5.5% |
| Participant deferral / active EE | $15,912 | $6,519+144.1% | $7,897+101.5% | $4,139+284.4% |
| Admin fee / account holder | $9,134 | $8,390+8.9% | $13,129-30.4% | $7,234+26.3% |