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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 | $119,650 | $95,762+24.9% | $379,746-68.5% | $79,856+49.8% |
| Participation rate | 77.6% | 74.0%+3.6pp | 78.4%-0.8pp | 69.6%+8.0pp |
| Annual return | 21.51% | 18.26%+3.2pp | 34.90%-13.4pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,007 | $2,695+11.6% | $3,540-15.1% | $2,471+21.7% |
| Participant deferral / active EE | $4,078 | $4,705-13.3% | $6,024-32.3% | $3,741+9.0% |
| Admin fee / account holder | $6,795 | $6,745+0.7% | $7,927-14.3% | $5,306+28.1% |