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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 | $70,118 | $67,602+3.7% | $82,312-14.8% | $70,1260% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 15.04% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,310 | $1,755+31.6% | $2,428-4.9% | $2,343-1.4% |
| Participant deferral / active EE | $2,955 | $2,987-1.1% | $3,706-20.3% | $3,332-11.3% |
| Admin fee / account holder | $6,484 | $4,512+43.7% | $5,608+15.6% | $4,645+39.6% |