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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 | $111,297 | $73,988+50.4% | $96,538+15.3% | $75,177+48.0% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 21.22% | 26.73%-5.5pp | 35.74%-14.5pp | 160.75%-139.5pp |
| Employer contribution / active EE | $1,858 | $2,930-36.6% | $3,740-50.3% | $2,671-30.5% |
| Participant deferral / active EE | $4,910 | $3,660+34.1% | $4,880+0.6% | $4,126+19.0% |
| Admin fee / account holder | $2,180 | $5,220-58.2% | $6,737-67.6% | $5,651-61.4% |