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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 | $108,696 | $82,882+31.1% | $127,803-14.9% | $72,976+48.9% |
| Participation rate | 82.5% | 71.5%+11.0pp | 79.0%+3.5pp | 69.5%+13.1pp |
| Annual return | 31.96% | 32.20%-0.2pp | 26.14%+5.8pp | 81.02%-49.1pp |
| Employer contribution / active EE | $2,005 | $3,346-40.1% | $4,576-56.2% | $2,440-17.8% |
| Participant deferral / active EE | $3,915 | $4,791-18.3% | $6,023-35.0% | $3,608+8.5% |
| Admin fee / account holder | $6,242 | $6,487-3.8% | $9,399-33.6% | $5,124+21.8% |