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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 | $125,445 | $95,453+31.4% | $112,040+12.0% | $82,448+52.2% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.5%+10.3pp | 68.1%+18.7pp |
| Annual return | 12.49% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,923 | $2,318+26.1% | $2,954-1.1% | $2,551+14.6% |
| Participant deferral / active EE | $3,941 | $4,224-6.7% | $5,098-22.7% | $4,139-4.8% |
| Admin fee / account holder | $5,273 | $9,013-41.5% | $12,098-56.4% | $7,234-27.1% |