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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 | $106,968 | $78,013+37.1% | $178,449-40.1% | $80,911+32.2% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 16.30% | 18.07%-1.8pp | 27.09%-10.8pp | 35.63%-19.3pp |
| Employer contribution / active EE | $2,795 | $2,287+22.2% | $3,951-29.3% | $2,756+1.4% |
| Participant deferral / active EE | $8,285 | $4,408+88.0% | $6,277+32.0% | $4,297+92.8% |
| Admin fee / account holder | $9,319 | $7,166+30.0% | $10,362-10.1% | $6,935+34.4% |