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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 | $92,498 | $45,082+105.2% | $69,464+33.2% | $72,975+26.8% |
| Participation rate | 73.7% | 68.5%+5.2pp | 74.6%-0.9pp | 69.5%+4.2pp |
| Annual return | 21.85% | 22.66%-0.8pp | 28.98%-7.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $5,524 | $2,055+168.7% | $2,779+98.7% | $2,440+126.4% |
| Participant deferral / active EE | $4,785 | $2,604+83.8% | $3,536+35.3% | $3,608+32.6% |
| Admin fee / account holder | $5,551 | $3,057+81.6% | $3,840+44.6% | $5,124+8.3% |