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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 | $114,839 | $95,453+20.3% | $112,040+2.5% | $82,448+39.3% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.5%+7.2pp | 68.1%+15.7pp |
| Annual return | 15.43% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,743 | $2,318-24.8% | $2,954-41.0% | $2,551-31.7% |
| Participant deferral / active EE | $4,081 | $4,224-3.4% | $5,098-19.9% | $4,139-1.4% |
| Admin fee / account holder | $8,419 | $9,013-6.6% | $12,098-30.4% | $7,234+16.4% |