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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 | $115,882 | $95,404+21.5% | $113,397+2.2% | $82,637+40.2% |
| Participation rate | 72.0% | 72.8%-0.9pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 17.92% | 19.08%-1.2pp | 23.20%-5.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,804 | $2,307+21.6% | $2,977-5.8% | $2,552+9.9% |
| Participant deferral / active EE | $5,010 | $4,220+18.7% | $5,076-1.3% | $4,126+21.4% |
| Admin fee / account holder | $7,259 | $9,168-20.8% | $11,957-39.3% | $7,339-1.1% |