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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 | $119,460 | $97,550+22.5% | $120,344-0.7% | $87,485+36.5% |
| Participation rate | 78.5% | 72.8%+5.6pp | 76.7%+1.8pp | 68.9%+9.5pp |
| Annual return | 13.88% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,609 | $2,291+13.9% | $3,020-13.6% | $2,596+0.5% |
| Participant deferral / active EE | $6,942 | $4,230+64.1% | $5,135+35.2% | $4,274+62.4% |
| Admin fee / account holder | $17,053 | $9,543+78.7% | $12,742+33.8% | $7,775+119.3% |