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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 | $114,825 | $100,194+14.6% | $122,979-6.6% | $86,983+32.0% |
| Participation rate | 85.3% | 73.0%+12.3pp | 77.2%+8.1pp | 69.5%+15.8pp |
| Annual return | 17.83% | 16.47%+1.4pp | 20.12%-2.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $3,406 | $2,326+46.5% | $3,062+11.2% | $2,584+31.8% |
| Participant deferral / active EE | $6,950 | $4,133+68.2% | $5,003+38.9% | $4,194+65.7% |
| Admin fee / account holder | $1,920 | $10,148-81.1% | $12,864-85.1% | $7,856-75.6% |