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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 | $104,024 | $63,845+62.9% | $81,370+27.8% | $80,959+28.5% |
| Participation rate | 90.6% | 63.9%+26.7pp | 69.5%+21.0pp | 67.7%+22.9pp |
| Annual return | 15.67% | 16.37%-0.7pp | 24.85%-9.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,275 | $1,980+14.9% | $2,464-7.7% | $2,757-17.5% |
| Participant deferral / active EE | $5,882 | $3,093+90.2% | $3,885+51.4% | $4,300+36.8% |
| Admin fee / account holder | $4,777 | $5,688-16.0% | $5,749-16.9% | $6,925-31.0% |