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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 | $102,678 | $86,938+18.1% | $102,423+0.2% | $80,925+26.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 14.35% | 18.89%-4.5pp | 29.42%-15.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,190 | $2,369+34.6% | $3,023+5.5% | $2,756+15.7% |
| Participant deferral / active EE | $5,257 | $4,120+27.6% | $5,054+4.0% | $4,299+22.3% |
| Admin fee / account holder | $7,616 | $8,053-5.4% | $9,455-19.4% | $6,940+9.7% |