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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 | $116,707 | $95,453+22.3% | $112,040+4.2% | $82,448+41.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 18.00% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,121 | $2,318+34.6% | $2,954+5.6% | $2,551+22.3% |
| Participant deferral / active EE | $6,378 | $4,224+51.0% | $5,098+25.1% | $4,139+54.1% |
| Admin fee / account holder | $24,696 | $9,013+174.0% | $12,098+104.1% | $7,234+241.4% |