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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 | $108,747 | $86,949+25.1% | $102,460+6.1% | $80,959+34.3% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.7%+16.7pp |
| Annual return | 13.05% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,005 | $2,370+26.8% | $3,025-0.7% | $2,757+9.0% |
| Participant deferral / active EE | $7,411 | $4,121+79.8% | $5,056+46.6% | $4,300+72.3% |
| Admin fee / account holder | $27,302 | $8,048+239.3% | $9,460+188.6% | $6,925+294.2% |