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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 | $86,938+16.0% | $102,423-1.5% | $80,925+24.7% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.7%+14.4pp |
| Annual return | 11.96% | 18.89%-6.9pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,507 | $2,369+5.8% | $3,023-17.1% | $2,756-9.0% |
| Participant deferral / active EE | $5,531 | $4,120+34.2% | $5,054+9.4% | $4,299+28.7% |
| Admin fee / account holder | $3,611 | $8,053-55.2% | $9,455-61.8% | $6,940-48.0% |