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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 | $212,873 | $86,949+144.8% | $102,460+107.8% | $80,959+162.9% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.7%+3.8pp |
| Annual return | 17.63% | 18.89%-1.3pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,528 | $2,370+6.7% | $3,025-16.4% | $2,757-8.3% |
| Participant deferral / active EE | $5,338 | $4,121+29.5% | $5,056+5.6% | $4,300+24.1% |
| Admin fee / account holder | $1,272 | $8,048-84.2% | $9,460-86.6% | $6,925-81.6% |