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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 | $106,374 | $86,940+22.4% | $102,434+3.8% | $80,935+31.4% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.7%+4.1pp |
| Annual return | 18.23% | 18.89%-0.7pp | 29.46%-11.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,762 | $2,370-25.6% | $3,023-41.7% | $2,757-36.1% |
| Participant deferral / active EE | $6,177 | $4,121+49.9% | $5,055+22.2% | $4,299+43.7% |
| Admin fee / account holder | $8,621 | $8,047+7.1% | $9,462-8.9% | $6,924+24.5% |