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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 | $121,244 | $95,404+27.1% | $113,397+6.9% | $82,637+46.7% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 15.22% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,458 | $2,307+6.6% | $2,977-17.4% | $2,552-3.7% |
| Participant deferral / active EE | $4,771 | $4,220+13.1% | $5,076-6.0% | $4,126+15.6% |
| Admin fee / account holder | $4,539 | $9,168-50.5% | $11,957-62.0% | $7,339-38.1% |