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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 | $103,700 | $76,367+35.8% | $93,614+10.8% | $72,983+42.1% |
| Participation rate | 74.2% | 71.7%+2.4pp | 75.8%-1.6pp | 69.5%+4.7pp |
| Annual return | 23.77% | 25.82%-2.0pp | 32.76%-9.0pp | 81.01%-57.2pp |
| Employer contribution / active EE | $503 | $2,275-77.9% | $2,718-81.5% | $2,440-79.4% |
| Participant deferral / active EE | $2,612 | $3,538-26.2% | $4,069-35.8% | $3,608-27.6% |
| Admin fee / account holder | $9,543 | $6,838+39.6% | $7,889+21.0% | $5,124+86.2% |