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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 | $122,965 | $86,949+41.4% | $102,460+20.0% | $80,959+51.9% |
| Participation rate | 83.6% | 72.4%+11.3pp | 76.5%+7.1pp | 67.7%+16.0pp |
| Annual return | 16.94% | 18.89%-2.0pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,269 | $2,370-4.3% | $3,025-25.0% | $2,757-17.7% |
| Participant deferral / active EE | $4,684 | $4,121+13.7% | $5,056-7.4% | $4,300+8.9% |
| Admin fee / account holder | $2,526 | $8,048-68.6% | $9,460-73.3% | $6,925-63.5% |