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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 | $86,949+17.6% | $102,460-0.2% | $80,959+26.3% |
| Participation rate | 89.7% | 72.4%+17.4pp | 76.5%+13.2pp | 67.7%+22.1pp |
| Annual return | 12.54% | 18.89%-6.4pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,519 | $2,370+6.3% | $3,025-16.7% | $2,757-8.6% |
| Participant deferral / active EE | $6,023 | $4,121+46.2% | $5,056+19.1% | $4,300+40.1% |
| Admin fee / account holder | $3,592 | $8,048-55.4% | $9,460-62.0% | $6,925-48.1% |