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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 | $111,096 | $83,485+33.1% | $125,195-11.3% | $72,976+52.2% |
| Participation rate | 76.4% | 73.3%+3.1pp | 79.8%-3.4pp | 69.5%+6.9pp |
| Annual return | 22.80% | 25.77%-3.0pp | 43.79%-21.0pp | 81.02%-58.2pp |
| Employer contribution / active EE | $2,758 | $2,346+17.6% | $3,866-28.7% | $2,440+13.0% |
| Participant deferral / active EE | $8,903 | $3,586+148.3% | $4,937+80.3% | $3,608+146.8% |
| Admin fee / account holder | $7,689 | $5,518+39.3% | $9,704-20.8% | $5,124+50.1% |