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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 | $136,007 | $104,098+30.7% | $140,514-3.2% | $94,015+44.7% |
| Participation rate | 86.5% | 73.7%+12.8pp | 77.8%+8.7pp | 70.8%+15.7pp |
| Annual return | 16.16% | 15.14%+1.0pp | 14.36%+1.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,767 | $2,388-26.0% | $3,378-47.7% | $2,790-36.7% |
| Participant deferral / active EE | $3,254 | $4,033-19.3% | $4,919-33.8% | $4,249-23.4% |
| Admin fee / account holder | $7,449 | $10,439-28.6% | $13,697-45.6% | $8,951-16.8% |