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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 | $96,640 | $76,371+26.5% | $93,621+3.2% | $72,975+32.4% |
| Participation rate | 80.6% | 71.8%+8.9pp | 75.8%+4.8pp | 69.5%+11.2pp |
| Annual return | 24.19% | 25.82%-1.6pp | 32.76%-8.6pp | 81.01%-56.8pp |
| Employer contribution / active EE | $3,036 | $2,276+33.4% | $2,719+11.7% | $2,440+24.4% |
| Participant deferral / active EE | $3,602 | $3,538+1.8% | $4,070-11.5% | $3,608-0.2% |
| Admin fee / account holder | $6,821 | $6,839-0.3% | $7,890-13.5% | $5,124+33.1% |