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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 | $86,938+17.9% | $102,423+0.1% | $80,925+26.7% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 20.13% | 18.89%+1.2pp | 29.42%-9.3pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,333 | $2,369-43.7% | $3,023-55.9% | $2,756-51.6% |
| Participant deferral / active EE | $7,106 | $4,120+72.4% | $5,054+40.6% | $4,299+65.3% |
| Admin fee / account holder | $1,290 | $8,053-84.0% | $9,455-86.4% | $6,940-81.4% |