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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 | $133,642 | $86,949+53.7% | $102,460+30.4% | $80,959+65.1% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.6pp | 67.7%+9.5pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,098 | $2,370-11.4% | $3,025-30.6% | $2,757-23.9% |
| Participant deferral / active EE | $7,706 | $4,121+87.0% | $5,056+52.4% | $4,300+79.2% |
| Admin fee / account holder | $5,585 | $8,048-30.6% | $9,460-41.0% | $6,925-19.4% |