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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 | $104,375 | $86,922+20.1% | $102,438+1.9% | $80,874+29.1% |
| Participation rate | 84.7% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 14.58% | 18.90%-4.3pp | 29.37%-14.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,768 | $2,369+59.0% | $3,024+24.6% | $2,756+36.7% |
| Participant deferral / active EE | $6,766 | $4,119+64.3% | $5,054+33.9% | $4,297+57.5% |
| Admin fee / account holder | $2,410 | $8,050-70.1% | $9,448-74.5% | $6,935-65.2% |