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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 | $115,651 | $72,492+59.5% | $87,102+32.8% | $72,983+58.5% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 29.55% | 24.46%+5.1pp | 28.19%+1.4pp | 81.01%-51.5pp |
| Employer contribution / active EE | $1,943 | $1,894+2.6% | $2,521-22.9% | $2,440-20.4% |
| Participant deferral / active EE | $5,003 | $3,270+53.0% | $4,048+23.6% | $3,608+38.7% |
| Admin fee / account holder | $9,430 | $5,055+86.5% | $7,491+25.9% | $5,124+84.0% |