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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 | $107,233 | $86,949+23.3% | $102,460+4.7% | $80,959+32.5% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 13.24% | 18.89%-5.7pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,941 | $2,370+24.1% | $3,025-2.8% | $2,757+6.7% |
| Participant deferral / active EE | $6,264 | $4,121+52.0% | $5,056+23.9% | $4,300+45.7% |
| Admin fee / account holder | $27,068 | $8,048+236.3% | $9,460+186.1% | $6,925+290.9% |