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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 | $137,884 | $95,453+44.5% | $112,040+23.1% | $82,448+67.2% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,364 | $2,318+2.0% | $2,954-20.0% | $2,551-7.3% |
| Participant deferral / active EE | $4,859 | $4,224+15.1% | $5,098-4.7% | $4,139+17.4% |
| Admin fee / account holder | $11,634 | $9,013+29.1% | $12,098-3.8% | $7,234+60.8% |