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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 | $173,152 | $145,431+19.1% | $211,142-18.0% | $87,485+97.9% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.3%+8.7pp | 68.9%+27.1pp |
| Annual return | 26.92% | 27.21%-0.3pp | 46.84%-19.9pp | 26.06%+0.9pp |
| Employer contribution / active EE | $3,374 | $4,662-27.6% | $6,442-47.6% | $2,596+29.9% |
| Participant deferral / active EE | $5,079 | $6,859-26.0% | $9,284-45.3% | $4,274+18.8% |
| Admin fee / account holder | $2,554 | $17,052-85.0% | $19,076-86.6% | $7,775-67.1% |