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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 | $102,218 | $86,938+17.6% | $102,423-0.2% | $80,925+26.3% |
| Participation rate | 89.7% | 72.4%+17.4pp | 76.5%+13.2pp | 67.7%+22.1pp |
| Annual return | 12.54% | 18.89%-6.3pp | 29.42%-16.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,519 | $2,369+6.3% | $3,023-16.7% | $2,756-8.6% |
| Participant deferral / active EE | $6,023 | $4,120+46.2% | $5,054+19.2% | $4,299+40.1% |
| Admin fee / account holder | $3,592 | $8,053-55.4% | $9,455-62.0% | $6,940-48.2% |