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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 | $107,705 | $86,949+23.9% | $102,460+5.1% | $80,959+33.0% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.7%+20.1pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,522 | $2,370+48.6% | $3,025+16.4% | $2,757+27.7% |
| Participant deferral / active EE | $4,674 | $4,121+13.4% | $5,056-7.5% | $4,300+8.7% |
| Admin fee / account holder | $12,021 | $8,048+49.4% | $9,460+27.1% | $6,925+73.6% |