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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 | $86,919+16.1% | $102,457-1.5% | $80,911+24.7% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.4pp |
| Annual return | 11.96% | 18.90%-6.9pp | 29.41%-17.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,507 | $2,368+5.9% | $3,022-17.0% | $2,756-9.0% |
| Participant deferral / active EE | $5,531 | $4,119+34.3% | $5,054+9.4% | $4,297+28.7% |
| Admin fee / account holder | $3,611 | $8,049-55.1% | $9,451-61.8% | $6,935-47.9% |