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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 | $121,783 | $95,453+27.6% | $112,040+8.7% | $82,448+47.7% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.5%-2.0pp | 68.1%+6.4pp |
| Annual return | 18.48% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,190 | $2,318-5.5% | $2,954-25.9% | $2,551-14.2% |
| Participant deferral / active EE | $4,647 | $4,224+10.0% | $5,098-8.8% | $4,139+12.3% |
| Admin fee / account holder | $13,116 | $9,013+45.5% | $12,098+8.4% | $7,234+81.3% |