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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 | $86,940+19.3% | $102,434+1.3% | $80,935+28.1% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.2pp | 67.7%+15.1pp |
| Annual return | 15.07% | 18.89%-3.8pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,654 | $2,370+54.2% | $3,023+20.9% | $2,757+32.6% |
| Participant deferral / active EE | $7,767 | $4,121+88.5% | $5,055+53.7% | $4,299+80.7% |
| Admin fee / account holder | $2,956 | $8,047-63.3% | $9,462-68.8% | $6,924-57.3% |