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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 | $116,560 | $87,059+33.9% | $105,608+10.4% | $80,925+44.0% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.7%+4.3pp |
| Annual return | 16.34% | 17.05%-0.7pp | 116.50%-100.2pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,084 | $2,396-13.1% | $3,167-34.2% | $2,756-24.4% |
| Participant deferral / active EE | $5,832 | $3,986+46.3% | $5,010+16.4% | $4,299+35.7% |
| Admin fee / account holder | $1,114 | $8,443-86.8% | $11,028-89.9% | $6,940-84.0% |