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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 | $103,718 | $86,919+19.3% | $102,457+1.2% | $80,911+28.2% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 15.07% | 18.90%-3.8pp | 29.41%-14.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $3,654 | $2,368+54.3% | $3,022+20.9% | $2,756+32.6% |
| Participant deferral / active EE | $7,767 | $4,119+88.6% | $5,054+53.7% | $4,297+80.8% |
| Admin fee / account holder | $2,956 | $8,049-63.3% | $9,451-68.7% | $6,935-57.4% |