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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 | $103,763 | $81,403+27.5% | $147,027-29.4% | $87,485+18.6% |
| Participation rate | 81.0% | 63.4%+17.6pp | 73.7%+7.3pp | 68.9%+12.1pp |
| Annual return | 15.64% | 16.51%-0.9pp | 20.23%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,607 | $2,205+18.2% | $3,626-28.1% | $2,596+0.4% |
| Participant deferral / active EE | $5,611 | $3,315+69.2% | $4,933+13.7% | $4,274+31.3% |
| Admin fee / account holder | $11,758 | $6,755+74.1% | $12,223-3.8% | $7,775+51.2% |