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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 | $114,528 | $57,590+98.9% | $86,233+32.8% | $82,448+38.9% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.0%+1.2pp | 68.1%+2.1pp |
| Annual return | 15.32% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,783 | $1,655+7.7% | $2,504-28.8% | $2,551-30.1% |
| Participant deferral / active EE | $4,249 | $3,080+37.9% | $4,559-6.8% | $4,139+2.6% |
| Admin fee / account holder | $2,385 | $4,730-49.6% | $8,342-71.4% | $7,234-67.0% |