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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 | $101,635 | $86,922+16.9% | $102,438-0.8% | $80,874+25.7% |
| Participation rate | 93.7% | 72.4%+21.3pp | 76.5%+17.2pp | 67.6%+26.0pp |
| Annual return | 21.98% | 18.90%+3.1pp | 29.37%-7.4pp | 35.62%-13.6pp |
| Employer contribution / active EE | $879 | $2,369-62.9% | $3,024-70.9% | $2,756-68.1% |
| Participant deferral / active EE | $3,338 | $4,119-18.9% | $5,054-33.9% | $4,297-22.3% |
| Admin fee / account holder | $2,540 | $8,050-68.5% | $9,448-73.1% | $6,935-63.4% |