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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 | $100,880 | $86,949+16.0% | $102,460-1.5% | $80,959+24.6% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.7%+14.4pp |
| Annual return | 11.96% | 18.89%-6.9pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,507 | $2,370+5.8% | $3,025-17.1% | $2,757-9.1% |
| Participant deferral / active EE | $5,531 | $4,121+34.2% | $5,056+9.4% | $4,300+28.6% |
| Admin fee / account holder | $3,611 | $8,048-55.1% | $9,460-61.8% | $6,925-47.9% |