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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 | $105,110 | $86,940+20.9% | $102,434+2.6% | $80,935+29.9% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.8pp | 67.7%+14.7pp |
| Annual return | 11.23% | 18.89%-7.7pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $2,965 | $2,370+25.1% | $3,023-1.9% | $2,757+7.6% |
| Participant deferral / active EE | $4,260 | $4,121+3.4% | $5,055-15.7% | $4,299-0.9% |
| Admin fee / account holder | $4,936 | $8,047-38.7% | $9,462-47.8% | $6,924-28.7% |