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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 | $106,214 | $95,404+11.3% | $113,397-6.3% | $82,637+28.5% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.5%+18.5pp | 68.1%+26.9pp |
| Annual return | 14.74% | 19.08%-4.3pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,069 | $2,307+33.0% | $2,977+3.1% | $2,552+20.2% |
| Participant deferral / active EE | $4,464 | $4,220+5.8% | $5,076-12.1% | $4,126+8.2% |
| Admin fee / account holder | $7,267 | $9,168-20.7% | $11,957-39.2% | $7,339-1.0% |