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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 | $131,790 | $97,550+35.1% | $120,344+9.5% | $87,485+50.6% |
| Participation rate | 91.0% | 72.8%+18.2pp | 76.7%+14.3pp | 68.9%+22.1pp |
| Annual return | 16.59% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.5pp |
| Employer contribution / active EE | $5,824 | $2,291+154.2% | $3,020+92.8% | $2,596+124.3% |
| Participant deferral / active EE | $7,344 | $4,230+73.6% | $5,135+43.0% | $4,274+71.9% |
| Admin fee / account holder | $8,574 | $9,543-10.1% | $12,742-32.7% | $7,775+10.3% |