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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 | $92,684 | $76,834+20.6% | $108,359-14.5% | $87,485+5.9% |
| Participation rate | 75.3% | 61.7%+13.6pp | 70.1%+5.2pp | 68.9%+6.4pp |
| Annual return | 19.00% | 19.09%-0.1pp | 36.89%-17.9pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,910 | $1,556+87.0% | $2,399+21.3% | $2,596+12.1% |
| Participant deferral / active EE | $3,277 | $3,100+5.7% | $4,137-20.8% | $4,274-23.3% |
| Admin fee / account holder | $7,109 | $6,537+8.7% | $9,741-27.0% | $7,775-8.6% |