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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 | $100,121 | $86,919+15.2% | $102,457-2.3% | $80,911+23.7% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 30.64% | 18.90%+11.7pp | 29.41%+1.2pp | 35.63%-5.0pp |
| Employer contribution / active EE | $2,310 | $2,368-2.5% | $3,022-23.6% | $2,756-16.2% |
| Participant deferral / active EE | $6,343 | $4,119+54.0% | $5,054+25.5% | $4,297+47.6% |
| Admin fee / account holder | $1,434 | $8,049-82.2% | $9,451-84.8% | $6,935-79.3% |