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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 | $111,046 | $95,453+16.3% | $112,040-0.9% | $82,448+34.7% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 15.40% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $6,775 | $2,318+192.3% | $2,954+129.4% | $2,551+165.6% |
| Participant deferral / active EE | $3,493 | $4,224-17.3% | $5,098-31.5% | $4,139-15.6% |
| Admin fee / account holder | $2,525 | $9,013-72.0% | $12,098-79.1% | $7,234-65.1% |