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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 | $102,495 | $86,949+17.9% | $102,4600% | $80,959+26.6% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 20.13% | 18.89%+1.2pp | 29.47%-9.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,333 | $2,370-43.7% | $3,025-55.9% | $2,757-51.6% |
| Participant deferral / active EE | $7,106 | $4,121+72.4% | $5,056+40.5% | $4,300+65.2% |
| Admin fee / account holder | $1,290 | $8,048-84.0% | $9,460-86.4% | $6,925-81.4% |