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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 | $100,194+2.4% | $122,979-16.5% | $86,983+18.0% |
| Participation rate | 83.3% | 73.0%+10.4pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 16.55% | 16.47%+0.1pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $3,462 | $2,326+48.9% | $3,062+13.1% | $2,584+34.0% |
| Participant deferral / active EE | $5,645 | $4,133+36.6% | $5,003+12.8% | $4,194+34.6% |
| Admin fee / account holder | $9,100 | $10,148-10.3% | $12,864-29.3% | $7,856+15.8% |