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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 | $106,061 | $76,367+38.9% | $93,614+13.3% | $72,983+45.3% |
| Participation rate | 74.5% | 71.7%+2.8pp | 75.8%-1.3pp | 69.5%+5.0pp |
| Annual return | 17.78% | 25.82%-8.0pp | 32.76%-15.0pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,530 | $2,275-32.8% | $2,718-43.7% | $2,440-37.3% |
| Participant deferral / active EE | $3,879 | $3,538+9.6% | $4,069-4.7% | $3,608+7.5% |
| Admin fee / account holder | $6,015 | $6,838-12.0% | $7,889-23.8% | $5,124+17.4% |