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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 | $53,796 | $49,249+9.2% | $70,476-23.7% | $79,852-32.6% |
| Participation rate | 70.5% | 69.2%+1.3pp | 75.1%-4.5pp | 69.6%+0.9pp |
| Annual return | 13.32% | 30.09%-16.8pp | 109.12%-95.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,285 | $2,100-38.8% | $2,738-53.1% | $2,471-48.0% |
| Participant deferral / active EE | $4,846 | $2,769+75.0% | $3,710+30.6% | $3,740+29.6% |
| Admin fee / account holder | $3,431 | $2,878+19.2% | $3,847-10.8% | $5,306-35.3% |