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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 | $116,235 | $100,194+16.0% | $122,979-5.5% | $86,983+33.6% |
| Participation rate | 86.4% | 73.0%+13.4pp | 77.2%+9.2pp | 69.5%+16.8pp |
| Annual return | 16.42% | 16.47%-0.1pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $3,899 | $2,326+67.6% | $3,062+27.3% | $2,584+50.8% |
| Participant deferral / active EE | $4,981 | $4,133+20.5% | $5,003-0.4% | $4,194+18.8% |
| Admin fee / account holder | $3,529 | $10,148-65.2% | $12,864-72.6% | $7,856-55.1% |