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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 | $113,191 | $84,953+33.2% | $163,379-30.7% | $82,637+37.0% |
| Participation rate | 73.2% | 65.9%+7.2pp | 76.8%-3.7pp | 68.1%+5.1pp |
| Annual return | 17.55% | 23.07%-5.5pp | 63.41%-45.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $4,479 | $2,183+105.2% | $3,752+19.4% | $2,552+75.5% |
| Participant deferral / active EE | $8,502 | $4,326+96.5% | $6,282+35.3% | $4,126+106.0% |
| Admin fee / account holder | $5,601 | $7,921-29.3% | $9,818-42.9% | $7,339-23.7% |