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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 | $110,988 | $81,487+36.2% | $102,412+8.4% | $80,935+37.1% |
| Participation rate | 86.8% | 66.8%+20.0pp | 74.5%+12.3pp | 67.7%+19.1pp |
| Annual return | 25.78% | 25.60%+0.2pp | 24.94%+0.8pp | 35.66%-9.9pp |
| Employer contribution / active EE | $3,471 | $3,103+11.9% | $3,870-10.3% | $2,757+25.9% |
| Participant deferral / active EE | $3,802 | $3,871-1.8% | $5,060-24.9% | $4,299-11.6% |
| Admin fee / account holder | $5,974 | $6,717-11.1% | $8,388-28.8% | $6,924-13.7% |