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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 | $106,949 | $58,523+82.7% | $99,475+7.5% | $72,975+46.6% |
| Participation rate | 77.1% | 64.6%+12.5pp | 73.8%+3.3pp | 69.5%+7.7pp |
| Annual return | 21.76% | 28.51%-6.8pp | 30.72%-9.0pp | 81.01%-59.3pp |
| Employer contribution / active EE | $2,247 | $1,512+48.6% | $2,540-11.6% | $2,440-7.9% |
| Participant deferral / active EE | $4,651 | $2,606+78.5% | $3,619+28.5% | $3,608+28.9% |
| Admin fee / account holder | $4,926 | $4,102+20.1% | $6,252-21.2% | $5,124-3.9% |