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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 | $102,633 | $95,453+7.5% | $112,040-8.4% | $82,448+24.5% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 16.55% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,462 | $2,318+49.4% | $2,954+17.2% | $2,551+35.7% |
| Participant deferral / active EE | $5,645 | $4,224+33.6% | $5,098+10.7% | $4,139+36.4% |
| Admin fee / account holder | $9,100 | $9,013+1.0% | $12,098-24.8% | $7,234+25.8% |