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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 | $108,455 | $76,107+42.5% | $96,576+12.3% | $71,495+51.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 76.0%-6.0pp | 67.9%+2.1pp |
| Annual return | 15.88% | 22.81%-6.9pp | 25.87%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,606 | $2,247+15.9% | $2,965-12.1% | $2,589+0.6% |
| Participant deferral / active EE | $6,401 | $4,218+51.7% | $4,851+32.0% | $4,291+49.2% |
| Admin fee / account holder | $3,289 | $2,708+21.5% | $8,253-60.1% | $1,588+107.1% |