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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 | $106,659 | $80,983+31.7% | $96,544+10.5% | $75,177+41.9% |
| Participation rate | 73.3% | 71.8%+1.5pp | 76.0%-2.7pp | 67.2%+6.1pp |
| Annual return | 20.44% | 27.05%-6.6pp | 25.88%-5.4pp | 160.75%-140.3pp |
| Employer contribution / active EE | $941 | $2,282-58.8% | $2,966-68.3% | $2,671-64.8% |
| Participant deferral / active EE | $4,705 | $3,929+19.8% | $4,851-3.0% | $4,126+14.0% |
| Admin fee / account holder | $3,779 | $6,717-43.7% | $8,254-54.2% | $5,651-33.1% |