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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 | $108,926 | $72,486+50.3% | $87,103+25.1% | $72,976+49.3% |
| Participation rate | 91.4% | 72.8%+18.5pp | 76.9%+14.5pp | 69.5%+21.9pp |
| Annual return | 18.86% | 24.46%-5.6pp | 28.19%-9.3pp | 81.02%-62.2pp |
| Employer contribution / active EE | $1,390 | $1,894-26.6% | $2,521-44.9% | $2,440-43.0% |
| Participant deferral / active EE | $5,559 | $3,270+70.0% | $4,049+37.3% | $3,608+54.1% |
| Admin fee / account holder | $3,448 | $5,055-31.8% | $7,491-54.0% | $5,124-32.7% |