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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 | $100,787 | $86,940+15.9% | $102,434-1.6% | $80,935+24.5% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.7%+18.7pp |
| Annual return | 13.64% | 18.89%-5.3pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,461 | $2,370+46.0% | $3,023+14.5% | $2,757+25.5% |
| Participant deferral / active EE | $3,104 | $4,121-24.7% | $5,055-38.6% | $4,299-27.8% |
| Admin fee / account holder | $4,651 | $8,047-42.2% | $9,462-50.8% | $6,924-32.8% |