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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 | $110,093 | $95,404+15.4% | $113,397-2.9% | $82,637+33.2% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.1pp |
| Annual return | 16.87% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,628 | $2,307-29.4% | $2,977-45.3% | $2,552-36.2% |
| Participant deferral / active EE | $2,483 | $4,220-41.2% | $5,076-51.1% | $4,126-39.8% |
| Admin fee / account holder | $6,595 | $9,168-28.1% | $11,957-44.8% | $7,339-10.1% |