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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 | $86,938+23.3% | $102,423+4.7% | $80,925+32.5% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 13.24% | 18.89%-5.6pp | 29.42%-16.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,941 | $2,369+24.1% | $3,023-2.7% | $2,756+6.7% |
| Participant deferral / active EE | $6,264 | $4,120+52.0% | $5,054+23.9% | $4,299+45.7% |
| Admin fee / account holder | $27,068 | $8,053+236.1% | $9,455+186.3% | $6,940+290.0% |