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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 | $100,155 | $81,476+22.9% | $102,383-2.2% | $80,925+23.8% |
| Participation rate | 92.7% | 66.8%+25.9pp | 74.5%+18.2pp | 67.7%+25.1pp |
| Annual return | 13.85% | 25.59%-11.7pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,769 | $3,105+21.4% | $3,870-2.6% | $2,756+36.7% |
| Participant deferral / active EE | $4,000 | $3,871+3.3% | $5,060-20.9% | $4,299-6.9% |
| Admin fee / account holder | $9,707 | $6,717+44.5% | $8,391+15.7% | $6,940+39.9% |