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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 | $86,922+19.4% | $102,438+1.3% | $80,874+28.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.3pp |
| Annual return | 13.66% | 18.90%-5.2pp | 29.37%-15.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,860 | $2,369+62.9% | $3,024+27.7% | $2,756+40.1% |
| Participant deferral / active EE | $5,788 | $4,119+40.5% | $5,054+14.5% | $4,297+34.7% |
| Admin fee / account holder | $29,896 | $8,050+271.4% | $9,448+216.4% | $6,935+331.1% |