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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 | $124,463 | $115,931+7.4% | $185,441-32.9% | $86,983+43.1% |
| Participation rate | 93.0% | 73.6%+19.4pp | 80.3%+12.7pp | 69.5%+23.4pp |
| Annual return | 14.13% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $2,109 | $2,937-28.2% | $4,672-54.9% | $2,584-18.4% |
| Participant deferral / active EE | $6,690 | $4,551+47.0% | $6,152+8.7% | $4,194+59.5% |
| Admin fee / account holder | $8,356 | $10,687-21.8% | $17,890-53.3% | $7,856+6.4% |