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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 | $129,255 | $97,550+32.5% | $120,344+7.4% | $87,485+47.7% |
| Participation rate | 92.5% | 72.8%+19.6pp | 76.7%+15.7pp | 68.9%+23.5pp |
| Annual return | 19.64% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.4pp |
| Employer contribution / active EE | $5,016 | $2,291+119.0% | $3,020+66.1% | $2,596+93.2% |
| Participant deferral / active EE | $5,336 | $4,230+26.2% | $5,135+3.9% | $4,274+24.9% |
| Admin fee / account holder | $6,784 | $9,543-28.9% | $12,742-46.8% | $7,775-12.7% |