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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 | $103,752 | $86,949+19.3% | $102,460+1.3% | $80,959+28.2% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.3pp |
| Annual return | 13.66% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,860 | $2,370+62.9% | $3,025+27.6% | $2,757+40.0% |
| Participant deferral / active EE | $5,788 | $4,121+40.4% | $5,056+14.5% | $4,300+34.6% |
| Admin fee / account holder | $29,896 | $8,048+271.5% | $9,460+216.0% | $6,925+331.7% |