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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 | $89,856 | $64,517+39.3% | $81,438+10.3% | $80,874+11.1% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 12.05% | 16.35%-4.3pp | 24.74%-12.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,292 | $1,982+15.6% | $2,460-6.8% | $2,756-16.8% |
| Participant deferral / active EE | $4,938 | $3,096+59.5% | $3,883+27.2% | $4,297+14.9% |
| Admin fee / account holder | $7,509 | $5,677+32.3% | $5,764+30.3% | $6,935+8.3% |