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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 | $86,919+16.0% | $102,457-1.6% | $80,911+24.6% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 13.64% | 18.90%-5.3pp | 29.41%-15.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $3,461 | $2,368+46.1% | $3,022+14.5% | $2,756+25.6% |
| Participant deferral / active EE | $3,104 | $4,119-24.7% | $5,054-38.6% | $4,297-27.8% |
| Admin fee / account holder | $4,651 | $8,049-42.2% | $9,451-50.8% | $6,935-32.9% |