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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 | $101,444 | $81,504+24.5% | $102,437-1.0% | $80,959+25.3% |
| Participation rate | 74.2% | 66.9%+7.3pp | 74.5%-0.3pp | 67.7%+6.5pp |
| Annual return | 11.32% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,707 | $3,104-12.8% | $3,871-30.1% | $2,757-1.8% |
| Participant deferral / active EE | $9,105 | $3,871+135.2% | $5,060+79.9% | $4,300+111.7% |
| Admin fee / account holder | $11,848 | $6,719+76.3% | $8,388+41.2% | $6,925+71.1% |