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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 | $89,003 | $64,359+38.3% | $90,161-1.3% | $70,126+26.9% |
| Participation rate | 74.1% | 70.4%+3.6pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 17.69% | 28.13%-10.4pp | 34.89%-17.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,522 | $2,046+72.2% | $3,318+6.2% | $2,343+50.4% |
| Participant deferral / active EE | $6,317 | $4,389+43.9% | $5,287+19.5% | $3,332+89.6% |
| Admin fee / account holder | $7,658 | $3,945+94.1% | $5,943+28.9% | $4,645+64.9% |