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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 | $58,057+97.3% | $97,032+18.0% | $86,983+31.7% |
| Participation rate | 70.2% | 60.4%+9.8pp | 71.6%-1.4pp | 69.5%+0.6pp |
| Annual return | 15.32% | 22.26%-6.9pp | 35.38%-20.1pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,783 | $1,663+7.2% | $2,629-32.2% | $2,584-31.0% |
| Participant deferral / active EE | $4,249 | $3,244+31.0% | $4,672-9.1% | $4,194+1.3% |
| Admin fee / account holder | $2,385 | $4,839-50.7% | $9,418-74.7% | $7,856-69.6% |