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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 | $102,110 | $72,486+40.9% | $87,103+17.2% | $72,976+39.9% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 21.60% | 24.46%-2.9pp | 28.19%-6.6pp | 81.02%-59.4pp |
| Employer contribution / active EE | $3,234 | $1,894+70.8% | $2,521+28.3% | $2,440+32.5% |
| Participant deferral / active EE | $2,093 | $3,270-36.0% | $4,049-48.3% | $3,608-42.0% |
| Admin fee / account holder | $7,530 | $5,055+49.0% | $7,491+0.5% | $5,124+47.0% |