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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 | $107,237 | $86,938+23.3% | $102,423+4.7% | $80,925+32.5% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 26.11% | 18.89%+7.2pp | 29.42%-3.3pp | 35.65%-9.5pp |
| Employer contribution / active EE | $2,081 | $2,369-12.2% | $3,023-31.2% | $2,756-24.5% |
| Participant deferral / active EE | $6,953 | $4,120+68.7% | $5,054+37.6% | $4,299+61.7% |
| Admin fee / account holder | $11,419 | $8,053+41.8% | $9,455+20.8% | $6,940+64.5% |