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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 | $110,332 | $49,025+125.1% | $87,502+26.1% | $62,881+75.5% |
| Participation rate | 75.0% | 64.9%+10.1pp | 73.8%+1.2pp | 69.3%+5.7pp |
| Annual return | 9.40% | 10.02%-0.6pp | 12.21%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,581 | $1,372+15.2% | $2,550-38.0% | $2,281-30.7% |
| Participant deferral / active EE | $2,408 | $2,289+5.2% | $3,149-23.5% | $3,203-24.8% |
| Admin fee / account holder | $2,382 | $4,065-41.4% | $4,221-43.6% | $4,296-44.6% |