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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 | $117,996 | $97,550+21.0% | $120,344-2.0% | $87,485+34.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.7%+19.3pp | 68.9%+27.1pp |
| Annual return | 13.73% | 18.41%-4.7pp | 20.30%-6.6pp | 26.06%-12.3pp |
| Employer contribution / active EE | $4,328 | $2,291+88.9% | $3,020+43.3% | $2,596+66.7% |
| Participant deferral / active EE | $7,083 | $4,230+67.4% | $5,135+37.9% | $4,274+65.7% |
| Admin fee / account holder | $25,079 | $9,543+162.8% | $12,742+96.8% | $7,775+222.6% |