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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 | $110,536 | $67,606+63.5% | $82,313+34.3% | $70,124+57.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,085 | $1,755+18.8% | $2,428-14.1% | $2,342-11.0% |
| Participant deferral / active EE | $4,961 | $2,987+66.1% | $3,706+33.9% | $3,332+48.9% |
| Admin fee / account holder | $4,692 | $4,512+4.0% | $5,608-16.3% | $4,645+1.0% |