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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 | $95,453+25.1% | $112,040+6.6% | $82,448+44.9% |
| Participation rate | 78.5% | 72.8%+5.7pp | 76.5%+2.0pp | 68.1%+10.4pp |
| Annual return | 13.88% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,609 | $2,318+12.6% | $2,954-11.7% | $2,551+2.3% |
| Participant deferral / active EE | $6,942 | $4,224+64.4% | $5,098+36.2% | $4,139+67.7% |
| Admin fee / account holder | $17,053 | $9,013+89.2% | $12,098+41.0% | $7,234+135.7% |