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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 | $97,045 | $72,273+34.3% | $101,275-4.2% | $79,856+21.5% |
| Participation rate | 71.8% | 68.5%+3.3pp | 75.8%-4.0pp | 69.6%+2.2pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.48%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,453 | $2,691-8.9% | $3,660-33.0% | $2,471-0.8% |
| Participant deferral / active EE | $5,309 | $3,282+61.8% | $4,371+21.5% | $3,741+41.9% |
| Admin fee / account holder | $5,743 | $4,401+30.5% | $5,948-3.4% | $5,306+8.2% |