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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 | $86,938+19.3% | $102,423+1.3% | $80,925+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 | 29.42%-15.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,860 | $2,369+62.9% | $3,023+27.7% | $2,756+40.0% |
| Participant deferral / active EE | $5,788 | $4,120+40.5% | $5,054+14.5% | $4,299+34.6% |
| Admin fee / account holder | $29,896 | $8,053+271.3% | $9,455+216.2% | $6,940+330.8% |