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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 | $63,949+79.1% | $129,031-11.2% | $94,015+21.8% |
| Participation rate | 70.2% | 63.4%+6.7pp | 73.4%-3.2pp | 70.8%-0.6pp |
| Annual return | 15.32% | 17.56%-2.2pp | 34.67%-19.3pp | 17.84%-2.5pp |
| Employer contribution / active EE | $1,783 | $1,865-4.4% | $3,226-44.7% | $2,790-36.1% |
| Participant deferral / active EE | $4,249 | $3,686+15.3% | $5,217-18.6% | $4,2490% |
| Admin fee / account holder | $2,385 | $5,523-56.8% | $13,208-81.9% | $8,951-73.4% |