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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 | $69,671 | $49,025+42.1% | $87,502-20.4% | $62,881+10.8% |
| Participation rate | 73.2% | 64.9%+8.3pp | 73.8%-0.6pp | 69.3%+3.9pp |
| Annual return | 9.31% | 10.02%-0.7pp | 12.21%-2.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,150 | $1,372-16.2% | $2,550-54.9% | $2,281-49.6% |
| Participant deferral / active EE | $2,683 | $2,289+17.2% | $3,149-14.8% | $3,203-16.2% |
| Admin fee / account holder | $3,515 | $4,065-13.5% | $4,221-16.7% | $4,296-18.2% |